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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $519,214 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $268,275 |
MERCER10+ years Service code 16 · EIN 13-2834414 | Consulting | $79,677 |
ALSTON & BIRD LLP10+ years Service code 16 · EIN 58-0137615 | Consulting | $20,690 |
HORNE LLP8 years Filed as: HORNE Service code 16 · EIN 20-1941244 | Consulting | $10,000 |
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 | $165,690 | $159,391+4.0% | $102,423+61.8% | $99,062+67.3% |
| Participation rate | 97.8% | 88.6%+9.3pp | 76.5%+21.3pp | 71.6%+26.2pp |
| Annual return | 15.38% | 19.03%-3.6pp | 29.32%-13.9pp | 17.66%-2.3pp |
| Employer contribution / active EE | $9,146 | $4,207+117.4% | $3,023+202.5% | $3,262+180.4% |
| Participant deferral / active EE | $10,577 | $7,498+41.1% | $5,053+109.3% | $5,331+98.4% |
| Admin fee / account holder | $128 | $159-19.5% | $9,451-98.6% | $109+17.6% |