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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,333 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,664 |
CURCIO WEBB4 years Service code 16 · EIN 36-4171366 | Consulting | $15,000 |
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 | $188,371 | $115,744+62.7% | $100,391+87.6% | $199,593-5.6% |
| Participation rate | 95.8% | 85.7%+10.1pp | 81.5%+14.3pp | 72.0%+23.8pp |
| Annual return | 19.23% | 17.79%+1.4pp | 49.20%-30.0pp | 34.25%-15.0pp |
| Employer contribution / active EE | $1,716 | $3,657-53.1% | $3,942-56.5% | $3,034-43.4% |
| Participant deferral / active EE | $14,477 | $9,844+47.1% | $8,082+79.1% | $5,087+184.6% |
| Admin fee / account holder | $57 | $93-38.9% | $7,899-99.3% | $269-78.9% |