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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $66,484 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,746 |
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 | $214,690 | $98,727+117.5% | $113,168+89.7% | $85,563+150.9% |
| Participation rate | 99.2% | 80.8%+18.4pp | 76.6%+22.7pp | 66.0%+33.3pp |
| Annual return | 19.27% | 17.43%+1.8pp | 24.27%-5.0pp | 31.51%-12.2pp |
| Employer contribution / active EE | $12,036 | $2,907+314.1% | $2,975+304.6% | $2,654+353.6% |
| Participant deferral / active EE | $19,346 | $5,424+256.7% | $5,107+278.8% | $4,375+342.2% |
| Admin fee / account holder | $116 | $357-67.5% | $12,068-99.0% | $834-86.1% |