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 3-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.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $178,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135,487 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 45-5128891 | Advisory (Plan) | $39,647 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $30,000 |
ARMANINO LLP3+ years Service code 10 · EIN 94-6214841 | Accounting | $21,436 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $158,093 | $145,877+8.4% | $150,045+5.4% | $102,872+53.7% |
| Participation rate | 94.7% | 79.8%+14.9pp | 82.3%+12.4pp | 73.0%+21.7pp |
| Annual return | 16.21% | 21.37%-5.2pp | 62.55%-46.3pp | 19.06%-2.8pp |
| Employer contribution / active EE | $3,504 | $4,710-25.6% | $4,693-25.3% | $3,526-0.6% |
| Participant deferral / active EE | $12,365 | $9,491+30.3% | $7,997+54.6% | $5,535+123.4% |
| Admin fee / account holder | $129 | $176-26.4% | $13,435-99.0% | $292-55.7% |