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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $322,330 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,481 |
BUCK GLOBAL, LLC2 years Service code 16 · EIN 83-1116912 | Consulting | $83,273 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $42,600 |
FOLEY & LARDNER LLP3 years Service code 29 · EIN 39-0473800 | Legal | $27,525 |
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 | $169,036 | $118,464+42.7% | $96,544+75.1% | $103,482+63.3% |
| Participation rate | 96.6% | 89.0%+7.6pp | 76.0%+20.6pp | 73.3%+23.3pp |
| Annual return | 23.53% | 18.79%+4.7pp | 25.84%-2.3pp | 33.11%-9.6pp |
| Employer contribution / active EE | $5,045 | $4,210+19.8% | $2,965+70.2% | $3,208+57.3% |
| Participant deferral / active EE | $7,784 | $7,277+7.0% | $4,851+60.5% | $5,207+49.5% |
| Admin fee / account holder | $90 | $81+11.4% | $8,252-98.9% | $114-20.9% |