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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $290,378 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,305 |
MERCER5 years Service code 16 · EIN 30-0282430 | Consulting | $68,750 |
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 | $123,503 | $44,897+175.1% | $84,966+45.4% | $199,593-38.1% |
| Participation rate | 97.8% | 45.7%+52.1pp | 67.5%+30.3pp | 72.0%+25.9pp |
| Annual return | 16.29% | 20.96%-4.7pp | 66.38%-50.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $3,542 | $1,365+159.4% | $2,727+29.9% | $3,034+16.7% |
| Participant deferral / active EE | $13,111 | $2,668+391.4% | $4,519+190.1% | $5,087+157.7% |
| Admin fee / account holder | $65 | $584-88.8% | $6,149-98.9% | $269-75.7% |