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 10-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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,633 |
Filed as: PIETZSCH LAW GROUP P.A. Service code 16 · EIN 81-0574082 | Consulting | $22,534 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $21,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,926 |
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 | $170,627 | $35,197+384.8% | $53,898+216.6% | $102,872+65.9% |
| Participation rate | 95.8% | 29.6%+66.2pp | 55.0%+40.8pp | 73.0%+22.8pp |
| Annual return | 15.74% | 17.55%-1.8pp | 528.60%-512.9pp | 19.06%-3.3pp |
| Employer contribution / active EE | $8,890 | $713+1147.5% | $932+853.8% | $3,526+152.1% |
| Participant deferral / active EE | $7,383 | $1,333+454.0% | $1,826+304.3% | $5,535+33.4% |
| Admin fee / account holder | $52 | $834-93.8% | $2,491-97.9% | $292-82.2% |