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 7-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,277 |
Service code 37 · EIN 04-2647786 | Loan Processing | $106,896 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,919 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $21,842 |
Service code 16 · EIN 53-0181291 | Consulting | $15,520 |
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 | $108,245 | $112,623-3.9% | $106,213+1.9% | $199,593-45.8% |
| Participation rate | 94.5% | 86.2%+8.2pp | 75.3%+19.2pp | 72.0%+22.5pp |
| Annual return | 12.65% | 15.57%-2.9pp | 116.14%-103.5pp | 34.25%-21.6pp |
| Employer contribution / active EE | $4,153 | $4,575-9.2% | $3,171+30.9% | $3,034+36.9% |
| Participant deferral / active EE | $6,346 | $6,659-4.7% | $5,016+26.5% | $5,087+24.7% |
| Admin fee / account holder | $53 | $107-50.3% | $11,033-99.5% | $269-80.2% |