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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $456,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $347,668 |
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $69,615 |
HORNE LLP7 years Filed as: HORNE Service code 16 · EIN 20-1941244 | Consulting | $14,700 |
ALSTON & BIRD LLP9+ years Service code 16 · EIN 58-0137615 | Consulting | $10,920 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,439 | $118,464+20.2% | $96,544+47.5% | $103,482+37.6% |
| Participation rate | 99.9% | 89.0%+10.9pp | 76.0%+24.0pp | 73.3%+26.7pp |
| Annual return | 20.74% | 18.79%+1.9pp | 25.84%-5.1pp | 33.11%-12.4pp |
| Employer contribution / active EE | $8,867 | $4,210+110.6% | $2,965+199.1% | $3,208+176.4% |
| Participant deferral / active EE | $10,200 | $7,277+40.2% | $4,851+110.3% | $5,207+95.9% |
| Admin fee / account holder | $125 | $81+53.8% | $8,252-98.5% | $114+9.2% |