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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,710 |
MPC CAPITAL ADVISORS LLC5 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $101,943 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$94,159 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,801 | $107,459+237.6% | $135,903+167.0% | $80,160+352.6% |
| Participation rate | 94.5% | 78.0%+16.5pp | 81.9%+12.6pp | 72.9%+21.6pp |
| Annual return | 20.20% | 91.91%-71.7pp | 68.23%-48.0pp | 40.38%-20.2pp |
| Employer contribution / active EE | $6,943 | $3,877+79.1% | $4,856+43.0% | $2,978+133.2% |
| Participant deferral / active EE | $13,811 | $8,195+68.5% | $7,758+78.0% | $5,017+175.3% |
| Admin fee / account holder | $63 | $127-50.6% | $10,762-99.4% | $145-56.7% |