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 Service code 37 · EIN 04-2647786 | Loan Processing | $41,415 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,800 |
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 | $53,182 | $58,336-8.8% | $97,167-45.3% | $199,768-73.4% |
| Participation rate | 90.4% | 63.8%+26.6pp | 72.7%+17.7pp | 72.0%+18.4pp |
| Annual return | 16.32% | 32.81%-16.5pp | 75.27%-58.9pp | 34.26%-17.9pp |
| Employer contribution / active EE | $1,583 | $1,416+11.8% | $2,729-42.0% | $3,037-47.9% |
| Participant deferral / active EE | $5,872 | $3,240+81.2% | $4,264+37.7% | $5,090+15.4% |
| Admin fee / account holder | $28 | $114-75.3% | $5,650-99.5% | $269-89.5% |