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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $202,839 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,385 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $5,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,680 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $97,755 | $130,141-24.9% | $86,677+12.8% | $77,904+25.5% |
| Participation rate | 93.1% | 85.9%+7.2pp | 76.6%+16.5pp | 73.7%+19.4pp |
| Annual return | -19.12% | -12.75%-6.4pp | 35.91%-55.0pp | 12.21%-31.3pp |
| Employer contribution / active EE | $6,727 | $3,220+108.9% | $2,836+137.2% | $2,848+136.2% |
| Participant deferral / active EE | $9,089 | $5,757+57.9% | $4,656+95.2% | $4,806+89.1% |
| Admin fee / account holder | $103 | $132-22.1% | $7,493-98.6% | $133-22.6% |