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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,958 |
BEACON RPC LLC3 years Service code 27 · EIN 88-2011584 | Advisory (Plan) | $8,850 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $7,908 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,397 |
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 | $65,197 | $119,446-45.4% | $150,045-56.5% | $85,563-23.8% |
| Participation rate | 71.2% | 75.4%-4.2pp | 82.3%-11.1pp | 66.0%+5.2pp |
| Annual return | 25.38% | 23.72%+1.7pp | 62.55%-37.2pp | 31.51%-6.1pp |
| Employer contribution / active EE | $2,675 | $4,078-34.4% | $4,693-43.0% | $2,654+0.8% |
| Participant deferral / active EE | $5,559 | $7,985-30.4% | $7,997-30.5% | $4,375+27.0% |
| Admin fee / account holder | $18 | $548-96.7% | $13,435-99.9% | $834-97.8% |