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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $614,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $442,665 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $126,243 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $48,300 |
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 | $109,184 | $36,020+203.1% | $80,569+35.5% | $103,482+5.5% |
| Participation rate | 96.4% | 38.5%+57.9pp | 67.0%+29.4pp | 73.3%+23.1pp |
| Annual return | 23.52% | 63.68%-40.2pp | 935.43%-911.9pp | 33.11%-9.6pp |
| Employer contribution / active EE | $3,970 | $998+297.9% | $2,723+45.8% | $3,208+23.8% |
| Participant deferral / active EE | $13,195 | $2,343+463.3% | $4,447+196.7% | $5,207+153.4% |
| Admin fee / account holder | $90 | $472-81.0% | $5,377-98.3% | $114-21.5% |