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) | $153,615 |
Filed as: WALLER LANSDEN DORTCH & DAVIS LLP Service code 29 · EIN 62-0479474 | Legal | $12,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$241,351 |
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 | $83,440 | $119,153-30.0% | $151,611-45.0% | $78,044+6.9% |
| Participation rate | 96.4% | 92.5%+3.9pp | 87.5%+8.9pp | 74.4%+22.0pp |
| Annual return | -16.03% | -10.83%-5.2pp | 3.33%-19.4pp | 10.87%-26.9pp |
| Employer contribution / active EE | $3,779 | $5,298-28.7% | $6,166-38.7% | $3,125+20.9% |
| Participant deferral / active EE | $6,084 | $8,624-29.5% | $8,363-27.3% | $5,084+19.7% |
| Admin fee / account holder | -$9 | $69-112.7% | $11,616-100.1% | $79-111.1% |