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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,715 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $23,000 |
FID INV INST OPS CO1+ years Filed as: FID INVSTMNTS OPRNS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$93,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,998 | $96,458+70.0% | $136,294+20.3% | $77,958+110.4% |
| Participation rate | 94.3% | 75.4%+18.9pp | 81.9%+12.4pp | 71.6%+22.6pp |
| Annual return | 19.61% | 23.78%-4.2pp | 5155.94%-5136.3pp | 20.87%-1.3pp |
| Employer contribution / active EE | $2,599 | $3,144-17.3% | $4,695-44.7% | $2,310+12.5% |
| Participant deferral / active EE | $9,292 | $5,902+57.4% | $6,247+48.7% | $3,537+162.7% |
| Admin fee / account holder | $23 | $80-71.8% | $9,243-99.8% | $97-76.7% |