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 | $673,782 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $411,682 |
MERCER8+ years Service code 16 · EIN 13-2834414 | Consulting | $90,505 |
HORNE LLP8+ years Service code 16 · EIN 20-1941244 | Consulting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,446 | $106,087+6.9% | $86,677+30.9% | $78,044+45.4% |
| Participation rate | 99.3% | 89.6%+9.7pp | 76.6%+22.7pp | 74.4%+24.9pp |
| Annual return | -17.76% | -14.87%-2.9pp | 35.91%-53.7pp | 10.87%-28.6pp |
| Employer contribution / active EE | $7,954 | $4,110+93.5% | $2,836+180.4% | $3,125+154.6% |
| Participant deferral / active EE | $8,918 | $6,851+30.2% | $4,656+91.6% | $5,084+75.4% |
| Admin fee / account holder | $152 | $81+86.6% | $7,493-98.0% | $79+92.0% |