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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $205,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | $101,396 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $21,229 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $6,817 |
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 | $178,272 | $107,459+65.9% | $135,903+31.2% | $80,160+122.4% |
| Participation rate | 94.4% | 78.0%+16.4pp | 81.9%+12.5pp | 72.9%+21.5pp |
| Annual return | 24.65% | 91.91%-67.3pp | 68.23%-43.6pp | 40.38%-15.7pp |
| Employer contribution / active EE | $2,969 | $3,877-23.4% | $4,856-38.9% | $2,978-0.3% |
| Participant deferral / active EE | $10,672 | $8,195+30.2% | $7,758+37.6% | $5,017+112.7% |
| Admin fee / account holder | $113 | $127-11.2% | $10,762-99.0% | $145-22.3% |