See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HLB GROSS COLLINS1 year Filed as: HLB GROSS COLLINS, P.C. Service code 10 · EIN 58-1367012 | Accounting | $13,900 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,339 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,743 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,627 | $81,908+11.9% | $90,749+1.0% | $64,808+41.4% |
| Participation rate | 92.1% | 80.5%+11.7pp | 75.7%+16.4pp | 71.5%+20.7pp |
| Annual return | -18.34% | -12.53%-5.8pp | -12.16%-6.2pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,541 | $3,065-17.1% | $2,921-13.0% | $2,506+1.4% |
| Participant deferral / active EE | $4,950 | $4,840+2.3% | $4,564+8.5% | $4,310+14.8% |
| Admin fee / account holder | $55 | $157-64.7% | $8,445-99.3% | $188-70.5% |