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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,861 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $30,500 |
FID INV INST OPS CO3+ years Filed as: FID INVSTMNTS OPRNS CO, INC. Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $164,584 | $101,523+62.1% | $141,162+16.6% | $77,787+111.6% |
| Participation rate | 94.4% | 77.4%+17.1pp | 82.5%+12.0pp | 73.2%+21.2pp |
| Annual return | 23.86% | 56.22%-32.4pp | 71.39%-47.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $2,658 | $3,341-20.4% | $4,735-43.9% | $2,504+6.1% |
| Participant deferral / active EE | $9,559 | $6,434+48.6% | $6,709+42.5% | $3,967+140.9% |
| Admin fee / account holder | $78 | $92-15.3% | $10,261-99.2% | $100-22.5% |