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 9-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.2+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,720 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $800 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,493 | $69,305+104.2% | $82,313+71.9% | $69,631+103.2% |
| Participation rate | 88.5% | 80.3%+8.3pp | 76.9%+11.6pp | 70.7%+17.8pp |
| Annual return | 25.44% | 21.47%+4.0pp | 25.88%-0.4pp | 27571.02%-27545.6pp |
| Employer contribution / active EE | $5,489 | $1,887+190.9% | $2,428+126.0% | $2,032+170.1% |
| Participant deferral / active EE | $4,789 | $3,568+34.2% | $3,706+29.2% | $3,224+48.5% |
| Admin fee / account holder | $63 | $97-35.5% | $5,608-98.9% | $110-43.2% |