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 8-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 | $499,799 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $160,467 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $72,275 |
WHITLEY PENN LLP2 years Service code 10 · EIN 75-2393478 | Accounting | $43,981 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $62,343 | $129,756-52.0% | $169,993-63.3% | $103,482-39.8% |
| Participation rate | 77.4% | 91.3%-13.9pp | 87.0%-9.6pp | 73.3%+4.1pp |
| Annual return | 18.19% | 20.17%-2.0pp | 53.37%-35.2pp | 33.11%-14.9pp |
| Employer contribution / active EE | $2,130 | $5,236-59.3% | $6,785-68.6% | $3,208-33.6% |
| Participant deferral / active EE | $4,131 | $8,283-50.1% | $10,408-60.3% | $5,207-20.7% |
| Admin fee / account holder | $83 | $73+14.0% | $12,815-99.4% | $114-27.2% |