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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,285 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $25,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,255 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,507 | $96,458-6.2% | $136,294-33.6% | $77,958+16.1% |
| Participation rate | 96.9% | 75.4%+21.5pp | 81.9%+14.9pp | 71.6%+25.2pp |
| Annual return | 26.19% | 23.78%+2.4pp | 5155.94%-5129.8pp | 20.87%+5.3pp |
| Employer contribution / active EE | $4,017 | $3,144+27.8% | $4,695-14.4% | $2,310+73.9% |
| Participant deferral / active EE | $11,145 | $5,902+88.8% | $6,247+78.4% | $3,537+215.1% |
| Admin fee / account holder | $99 | $80+22.5% | $9,243-98.9% | $97+1.2% |