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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,936 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $80,195 |
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 | $182,187 | $108,719+67.6% | $101,326+79.8% | $85,563+112.9% |
| Participation rate | 98.2% | 80.9%+17.3pp | 81.5%+16.7pp | 66.0%+32.2pp |
| Annual return | 20.10% | 20.95%-0.9pp | 36.82%-16.7pp | 31.51%-11.4pp |
| Employer contribution / active EE | $6,520 | $3,114+109.4% | $3,665+77.9% | $2,654+145.7% |
| Participant deferral / active EE | $21,691 | $8,545+153.8% | $7,994+171.3% | $4,375+395.8% |
| Admin fee / account holder | $84 | $685-87.8% | $11,185-99.3% | $834-90.0% |