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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $600,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $488,045 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,335 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $38,850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,019 | $32,482+171.0% | $77,024+14.3% | $78,044+12.8% |
| Participation rate | 95.6% | 37.9%+57.7pp | 67.9%+27.7pp | 74.4%+21.1pp |
| Annual return | -18.30% | -7.74%-10.6pp | 42.32%-60.6pp | 10.87%-29.2pp |
| Employer contribution / active EE | $3,436 | $965+256.1% | $2,812+22.2% | $3,125+10.0% |
| Participant deferral / active EE | $11,338 | $2,316+389.6% | $4,426+156.1% | $5,084+123.0% |
| Admin fee / account holder | $87 | $107-19.0% | $5,425-98.4% | $79+10.2% |