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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $215,560 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $88,900 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,324 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $62,217 |
Service code 29 · EIN 15-0561878 | Legal | $11,112 |
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 | $215,350 | $78,044+175.9% | $93,789+129.6% | $78,044+175.9% |
| Participation rate | 96.2% | 74.4%+21.7pp | 81.0%+15.2pp | 74.4%+21.7pp |
| Annual return | 90.53% | 10.87%+79.7pp | -11.33%+101.9pp | 10.87%+79.7pp |
| Employer contribution / active EE | $3,239 | $3,125+3.7% | $4,323-25.1% | $3,125+3.7% |
| Participant deferral / active EE | $5,436 | $5,084+6.9% | $6,094-10.8% | $5,084+6.9% |
| Admin fee / account holder | $48 | $79-38.6% | $7,195-99.3% | $79-38.6% |