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 6-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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $782,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $352,660 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 16 · EIN 33-1498605 | Consulting | $59,000 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $44,101 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,553 | $159,391-7.4% | $102,423+44.1% | $99,062+49.0% |
| Participation rate | 98.5% | 88.6%+9.9pp | 76.5%+22.0pp | 71.6%+26.9pp |
| Annual return | -1.67% | 19.03%-20.7pp | 29.32%-31.0pp | 17.66%-19.3pp |
| Employer contribution / active EE | $5,414 | $4,207+28.7% | $3,023+79.1% | $3,262+66.0% |
| Participant deferral / active EE | $8,721 | $7,498+16.3% | $5,053+72.6% | $5,331+63.6% |
| Admin fee / account holder | $105 | $159-33.9% | $9,451-98.9% | $109-3.5% |