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 | $528,096 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,122 |
MERCER4+ years Service code 16 · EIN 61-0736136 | Consulting | $56,250 |
ALSTON & BIRD LLP3+ years Filed as: ALSTON&BIRD Service code 16 · EIN 58-0137615 | Consulting | $22,435 |
Form 5500 reported that benefits due were not provided when due.
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 | $96,343 | $96,261+0.1% | $76,768+25.5% | $68,904+39.8% |
| Participation rate | 99.7% | 87.0%+12.8pp | 77.0%+22.8pp | 74.1%+25.6pp |
| Annual return | -5.09% | -0.85%-4.2pp | 2.43%-7.5pp | 1.07%-6.2pp |
| Employer contribution / active EE | $6,866 | $3,303+107.9% | $2,485+176.3% | $2,540+170.3% |
| Participant deferral / active EE | $7,410 | $5,537+33.8% | $3,852+92.4% | $4,015+84.6% |
| Admin fee / account holder | $142 | $73+94.3% | $6,675-97.9% | $71+98.6% |