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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $330,450 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $156,743 |
BARTLETT O'NEILL CONSULTING5 years Filed as: BARLETT O'NEILL CONSULTING INC. Service code 16 · EIN 20-0663007 | Consulting | $154,155 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $123,125 |
SENSIBA SAN FILIPPO LLP1 year Service code 10 · EIN 94-2370906 | Accounting | $16,000 |
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 | $235,609 | $119,153+97.7% | $151,611+55.4% | $78,044+201.9% |
| Participation rate | 97.6% | 92.5%+5.1pp | 87.5%+10.1pp | 74.4%+23.2pp |
| Annual return | -7.88% | -10.83%+2.9pp | 3.33%-11.2pp | 10.87%-18.8pp |
| Employer contribution / active EE | $9,664 | $5,298+82.4% | $6,166+56.7% | $3,125+209.3% |
| Participant deferral / active EE | $14,033 | $8,624+62.7% | $8,363+67.8% | $5,084+176.0% |
| Admin fee / account holder | $230 | $69+234.3% | $11,616-98.0% | $79+191.2% |