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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,462 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS, INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $7,905 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$133,768 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,163 | $110,299+102.3% | $102,423+117.9% | $199,593+11.8% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 19.10% | 35.73%-16.6pp | 29.32%-10.2pp | 34.25%-15.1pp |
| Employer contribution / active EE | $4,166 | $3,603+15.6% | $3,023+37.8% | $3,034+37.3% |
| Participant deferral / active EE | $12,951 | $6,376+103.1% | $5,053+156.3% | $5,087+154.6% |
| Admin fee / account holder | $129 | $122+5.3% | $9,451-98.6% | $269-52.1% |