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 3-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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $120,057 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $60,000 |
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 | $137,364 | $123,077+11.6% | $116,228+18.2% | $102,872+33.5% |
| Participation rate | 97.2% | 87.0%+10.2pp | 74.6%+22.7pp | 73.0%+24.2pp |
| Annual return | 18.36% | 15.84%+2.5pp | 90.06%-71.7pp | 19.06%-0.7pp |
| Employer contribution / active EE | $2,962 | $4,380-32.4% | $2,994-1.1% | $3,526-16.0% |
| Participant deferral / active EE | $10,857 | $6,746+60.9% | $4,953+119.2% | $5,535+96.2% |
| Admin fee / account holder | $67 | $115-42.1% | $11,989-99.4% | $292-77.2% |