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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,404 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,276 | $71,192+21.2% | $117,854-26.8% | $62,292+38.5% |
| Participation rate | 96.6% | 74.2%+22.4pp | 79.7%+16.9pp | 69.5%+27.1pp |
| Annual return | 17.68% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,096 | $1,934+60.1% | $3,786-18.2% | $2,042+51.6% |
| Participant deferral / active EE | $4,918 | $3,189+54.2% | $4,482+9.7% | $3,169+55.2% |
| Admin fee / account holder | $181 | $587-69.1% | $8,020-97.7% | $479-62.1% |