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 8-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) | $107,759 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY FIRST LLC Service code 16 · EIN 20-5582309 | Consulting | $86,498 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $5,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,418 |
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 | $109,220 | $105,247+3.8% | $87,100+25.4% | $77,787+40.4% |
| Participation rate | 95.4% | 85.8%+9.6pp | 76.9%+18.6pp | 73.2%+22.2pp |
| Annual return | 21.23% | 24.52%-3.3pp | 28.19%-7.0pp | 32.57%-11.3pp |
| Employer contribution / active EE | $6,404 | $2,895+121.3% | $2,521+154.0% | $2,504+155.7% |
| Participant deferral / active EE | $8,424 | $5,060+66.5% | $4,049+108.1% | $3,967+112.3% |
| Admin fee / account holder | $111 | $104+6.0% | $7,497-98.5% | $100+10.6% |