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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $381,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | $327,346 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $56,912 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $55,515 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $60,368 | $26,810+125.2% | $76,523-21.1% | $73,367-17.7% |
| Participation rate | 95.9% | 34.6%+61.3pp | 68.0%+27.9pp | 69.5%+26.4pp |
| Annual return | -4.56% | 17.04%-21.6pp | -0.27%-4.3pp | 173.45%-178.0pp |
| Employer contribution / active EE | $2,713 | $503+439.8% | $2,647+2.5% | $2,499+8.6% |
| Participant deferral / active EE | $8,382 | $1,312+538.7% | $3,835+118.5% | $4,033+107.9% |
| Admin fee / account holder | $61 | $71-14.3% | $4,848-98.7% | $68-11.3% |