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 | $110,483-41.0% | $145,433-55.2% | $79,634-18.1% |
| Participation rate | 71.2% | 71.1%+0.1pp | 82.1%-10.9pp | 62.5%+8.7pp |
| Annual return | 25.38% | 24.62%+0.8pp | 66.58%-41.2pp | 36.46%-11.1pp |
| Employer contribution / active EE | $2,675 | $4,053-34.0% | $4,554-41.3% | $2,529+5.8% |
| Participant deferral / active EE | $5,559 | $7,216-23.0% | $7,897-29.6% | $3,835+45.0% |
| Admin fee / account holder | $18 | $680-97.3% | $13,129-99.9% | $1,002-98.2% |