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 | $418,692 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,262 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $122,500 |
BARTLETT O'NEILL CONSULTING6 years Filed as: BARLETT O'NEILL CONSULTING INC. Service code 16 · EIN 20-0663007 | Consulting | $75,543 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,187 | $112,686+146.9% | $169,993+63.6% | $80,160+247.0% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 72.9%+25.1pp |
| Annual return | 18.08% | 67.04%-49.0pp | 53.37%-35.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $10,242 | $4,481+128.6% | $6,785+51.0% | $2,978+244.0% |
| Participant deferral / active EE | $15,257 | $7,876+93.7% | $10,408+46.6% | $5,017+204.1% |
| Admin fee / account holder | $227 | $99+129.1% | $12,815-98.2% | $145+56.6% |