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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $130,935 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,133 |
BORIS BENIC AND ASSOCIATES LLP10+ years Filed as: BORIS BENIC & ASSOCIATES LLP Service code 10 · EIN 54-2190047 | Accounting | $20,100 |
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 | $223,863 | $131,153+70.7% | $101,326+120.9% | $102,872+117.6% |
| Participation rate | 96.5% | 80.8%+15.7pp | 81.5%+15.0pp | 73.0%+23.4pp |
| Annual return | 17.97% | 23.05%-5.1pp | 36.82%-18.8pp | 19.06%-1.1pp |
| Employer contribution / active EE | $1,782 | $3,900-54.3% | $3,665-51.4% | $3,526-49.5% |
| Participant deferral / active EE | $16,683 | $10,801+54.5% | $7,994+108.7% | $5,535+201.4% |
| Admin fee / account holder | $86 | $140-38.6% | $11,185-99.2% | $292-70.7% |