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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $718,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400,617 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $37,220 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN Service code 16 · EIN 38-1357951 | Consulting | $7,500 |
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 | $131,865 | $161,802-18.5% | $96,544+36.6% | $96,393+36.8% |
| Participation rate | 99.8% | 92.5%+7.4pp | 76.0%+23.8pp | 71.3%+28.5pp |
| Annual return | 19.51% | 18.41%+1.1pp | 25.84%-6.3pp | 22.88%-3.4pp |
| Employer contribution / active EE | $4,659 | $5,381-13.4% | $2,965+57.1% | $3,238+43.9% |
| Participant deferral / active EE | $7,270 | $8,927-18.6% | $4,851+49.9% | $5,455+33.3% |
| Admin fee / account holder | $84 | $61+37.4% | $8,252-99.0% | $74+13.2% |