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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,263 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Form 5500 reported that benefits due were not provided when due.
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 | $108,104 | $49,915+116.6% | $154,803-30.2% | $74,304+45.5% |
| Participation rate | 74.4% | 54.0%+20.4pp | 78.1%-3.7pp | 60.3%+14.0pp |
| Annual return | 12.92% | 34.06%-21.1pp | 58.88%-46.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,666 | $1,611+3.4% | $4,305-61.3% | $2,241-25.7% |
| Participant deferral / active EE | $5,054 | $2,255+124.2% | $5,540-8.8% | $3,767+34.2% |
| Admin fee / account holder | $26 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |