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 6-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) | $149,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $130,810 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $15,387 |
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 | $148,634 | $128,899+15.3% | $113,168+31.3% | $102,872+44.5% |
| Participation rate | 96.0% | 87.0%+9.0pp | 76.6%+19.5pp | 73.0%+23.0pp |
| Annual return | 17.47% | 15.88%+1.6pp | 24.27%-6.8pp | 19.06%-1.6pp |
| Employer contribution / active EE | $6,243 | $3,713+68.1% | $2,975+109.8% | $3,526+77.0% |
| Participant deferral / active EE | $9,557 | $6,787+40.8% | $5,107+87.1% | $5,535+72.7% |
| Admin fee / account holder | $92 | $129-28.5% | $12,068-99.2% | $292-68.4% |