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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $485,914 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $265,035 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $68,002 |
Service code 10 · EIN 91-1275259 | Accounting | $17,400 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $15,646 |
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 | $116,346 | $119,627-2.7% | $146,958-20.8% | $99,062+17.4% |
| Participation rate | 97.4% | 73.4%+24.0pp | 82.2%+15.2pp | 71.6%+25.8pp |
| Annual return | 17.23% | 28.82%-11.6pp | 418.34%-401.1pp | 17.66%-0.4pp |
| Employer contribution / active EE | $6,511 | $4,153+56.8% | $4,933+32.0% | $3,262+99.6% |
| Participant deferral / active EE | $16,202 | $7,997+102.6% | $8,070+100.8% | $5,331+203.9% |
| Admin fee / account holder | $63 | $150-58.0% | $12,998-99.5% | $109-42.3% |