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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,381 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,632 |
PLANTE & MORAN, PLLC4+ 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 | $77,172 | $66,302+16.4% | $110,238-30.0% | $56,287+37.1% |
| Participation rate | 94.8% | 74.9%+19.9pp | 79.8%+15.0pp | 69.9%+25.0pp |
| Annual return | -4.96% | -1.18%-3.8pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,933 | $2,047+43.3% | $3,826-23.3% | $2,111+39.0% |
| Participant deferral / active EE | $5,321 | $3,381+57.4% | $4,672+13.9% | $3,350+58.9% |
| Admin fee / account holder | $196 | $698-71.9% | $8,547-97.7% | $521-62.3% |