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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $479,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $393,381 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $18,818 |
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 | $78,065 | $32,762+138.3% | $84,611-7.7% | $89,569-12.8% |
| Participation rate | 95.3% | 34.6%+60.7pp | 68.2%+27.0pp | 69.6%+25.7pp |
| Annual return | 31.33% | 28.37%+3.0pp | 258.74%-227.4pp | 34.56%-3.2pp |
| Employer contribution / active EE | $2,874 | $564+409.8% | $2,652+8.4% | $2,584+11.2% |
| Participant deferral / active EE | $9,022 | $1,501+501.2% | $3,899+131.4% | $4,220+113.8% |
| Admin fee / account holder | $62 | $82-24.7% | $4,912-98.7% | $72-13.2% |