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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $612,554 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $323,351 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $48,300 |
MERCER2 years Service code 16 · EIN 30-0282430 | Consulting | $46,706 |
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 | $136,504 | $41,510+228.8% | $84,966+60.7% | $99,062+37.8% |
| Participation rate | 97.4% | 35.3%+62.2pp | 67.5%+29.9pp | 71.6%+25.8pp |
| Annual return | 17.64% | 17.38%+0.3pp | 66.38%-48.7pp | 17.66%0pp |
| Employer contribution / active EE | $4,167 | $1,137+266.3% | $2,727+52.8% | $3,262+27.7% |
| Participant deferral / active EE | $14,646 | $2,246+552.0% | $4,519+224.1% | $5,331+174.7% |
| Admin fee / account holder | $78 | $175-55.6% | $6,149-98.7% | $109-28.6% |