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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,356 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $87,500 |
HAM, LANGSTON & BREZINA, LLP7+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $15,035 |
NORTON ROSE FULBRIGHT4 years Service code 29 · EIN 74-1201087 | Legal | $7,445 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$68,648 |
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 | $245,900 | $114,195+115.3% | $106,548+130.8% | $93,030+164.3% |
| Participation rate | 93.8% | 86.4%+7.4pp | 76.1%+17.6pp | 73.9%+19.9pp |
| Annual return | 15.10% | 22.18%-7.1pp | 26.80%-11.7pp | 158.70%-143.6pp |
| Employer contribution / active EE | $7,193 | $4,009+79.4% | $2,819+155.2% | $2,706+165.9% |
| Participant deferral / active EE | $10,207 | $5,908+72.8% | $4,398+132.1% | $4,562+123.7% |
| Admin fee / account holder | $168 | $105+60.1% | $7,407-97.7% | $152+10.6% |