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 7-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.7+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $154,716 |
Service code 37 · EIN 04-2647786 | Loan Processing | $142,854 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES Service code 16 · EIN 59-1517485 | Consulting | $75,000 |
HAWLEY TROXELL1 year Service code 29 · EIN 82-0259668 | Legal | $8,289 |
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 | $69,377 | $76,173-8.9% | $81,438-14.8% | $199,768-65.3% |
| Participation rate | 93.8% | 76.3%+17.6pp | 69.5%+24.3pp | 72.0%+21.8pp |
| Annual return | 14.69% | 15.59%-0.9pp | 24.74%-10.1pp | 34.26%-19.6pp |
| Employer contribution / active EE | $3,479 | $2,792+24.6% | $2,460+41.4% | $3,037+14.6% |
| Participant deferral / active EE | $5,020 | $4,201+19.5% | $3,883+29.3% | $5,090-1.4% |
| Admin fee / account holder | $78 | $146-46.9% | $5,764-98.7% | $269-71.2% |