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 9-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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $311,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $83,768 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $46,067 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $20,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $11,600 |
JACKSON LEWIS P.C.3 years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $9,341 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN Service code 16 · EIN 30-0282430 | Consulting | $5,800 |
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 | $226,547 | $145,877+55.3% | $150,045+51.0% | $102,872+120.2% |
| Participation rate | 94.8% | 79.8%+14.9pp | 82.3%+12.4pp | 73.0%+21.7pp |
| Annual return | 18.96% | 21.37%-2.4pp | 62.55%-43.6pp | 19.06%-0.1pp |
| Employer contribution / active EE | $3,458 | $4,710-26.6% | $4,693-26.3% | $3,526-1.9% |
| Participant deferral / active EE | $12,489 | $9,491+31.6% | $7,997+56.2% | $5,535+125.6% |
| Admin fee / account holder | $157 | $176-10.8% | $13,435-98.8% | $292-46.3% |