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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $881,475 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $399,911 |
MERCER3 years Service code 16 · EIN 36-2668272 | Consulting | $96,195 |
CROWE LLP1 year Filed as: CROWE Service code 16 · EIN 35-0921680 | Consulting | $60,375 |
MOSS ADAMS LLP11+ years Service code 16 · EIN 91-0189318 | Consulting | $10,000 |
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 | $169,121 | $117,739+43.6% | $88,946+90.1% | $117,739+43.6% |
| Participation rate | 97.0% | 76.6%+20.4pp | 68.8%+28.2pp | 76.6%+20.4pp |
| Annual return | 19.81% | 17.29%+2.5pp | 57.82%-38.0pp | 17.29%+2.5pp |
| Employer contribution / active EE | $4,454 | $3,746+18.9% | $2,555+74.3% | $3,746+18.9% |
| Participant deferral / active EE | $15,870 | $6,128+159.0% | $4,581+246.4% | $6,128+159.0% |
| Admin fee / account holder | $112 | $112+0.3% | $8,261-98.6% | $112+0.3% |