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 Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,038 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $182 |
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 | $130,542 | $79,171+64.9% | $102,423+27.5% | $74,495+75.2% |
| Participation rate | 86.8% | 74.8%+12.0pp | 76.5%+10.3pp | 67.2%+19.6pp |
| Annual return | 17.80% | 54.93%-37.1pp | 29.32%-11.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,728 | $2,362+15.5% | $3,023-9.8% | $2,623+4.0% |
| Participant deferral / active EE | $5,950 | $4,415+34.8% | $5,053+17.8% | $4,346+36.9% |
| Admin fee / account holder | $15 | $2,001-99.3% | $9,451-99.8% | $1,942-99.3% |