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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $389,979 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $79,875 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $55,536 |
Service code 16 · EIN 20-8161914 | Consulting | $25,000 |
Service code 10 · EIN 95-4345526 | Accounting | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$47,672 |
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 | $199,673 | $160,882+24.1% | $200,582-0.5% | $102,872+94.1% |
| Participation rate | 95.3% | 91.2%+4.1pp | 86.9%+8.4pp | 73.0%+22.3pp |
| Annual return | 17.03% | 18.15%-1.1pp | 42.33%-25.3pp | 19.06%-2.0pp |
| Employer contribution / active EE | $3,246 | $5,602-42.1% | $6,419-49.4% | $3,526-7.9% |
| Participant deferral / active EE | $9,435 | $9,300+1.5% | $9,331+1.1% | $5,535+70.5% |
| Admin fee / account holder | $98 | $125-21.8% | $16,305-99.4% | $292-66.6% |