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) | $80,664 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,680 |
Filed as: MORGAN STANLEY Service code 16 · EIN 11-3658445 | Consulting | $39,148 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $38,010 |
COOK STREET CONSULTING3 years Service code 16 · EIN 84-0854432 | Consulting | $9,375 |
NORTON ROSE FULBRIGHT1 year Service code 29 · EIN 74-1201087 | Legal | $5,040 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,599 | $57,610-33.0% | $154,803-75.1% | $102,872-62.5% |
| Participation rate | 93.0% | 59.5%+33.6pp | 78.1%+14.9pp | 73.0%+20.0pp |
| Annual return | 20.80% | 30.49%-9.7pp | 58.88%-38.1pp | 19.06%+1.7pp |
| Employer contribution / active EE | $19 | $1,883-99.0% | $4,305-99.6% | $3,526-99.5% |
| Participant deferral / active EE | $3,745 | $2,914+28.5% | $5,540-32.4% | $5,535-32.3% |
| Admin fee / account holder | $49 | $368-86.8% | $14,329-99.7% | $292-83.4% |