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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $598,418 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,463 |
SQUIRE PATTON BOGGS US LLP2+ years Filed as: SQUIRE PATTON BOGGS, LLP Service code 29 · EIN 34-0648199 | Legal | $8,922 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,329 | $47,540-69.9% | $79,550-82.0% | $89,394-84.0% |
| Participation rate | 89.9% | 54.9%+35.0pp | 69.5%+20.4pp | 71.3%+18.6pp |
| Annual return | -18.38% | -8.05%-10.3pp | 0.16%-18.5pp | -11.89%-6.5pp |
| Employer contribution / active EE | $1,012 | $1,122-9.8% | $2,413-58.0% | $3,022-66.5% |
| Participant deferral / active EE | $1,751 | $1,961-10.7% | $3,985-56.1% | $5,123-65.8% |
| Admin fee / account holder | $40 | $59-32.4% | $6,832-99.4% | $79-50.1% |