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 |
|---|---|---|
AMERICAN FUNDS8 years Filed as: CAPITAL MANAGEMENT GROUP Service code 16 · EIN 13-4071393 | Consulting | $81,250 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,686 |
HIGHTOWER ADVISORS LLC1 year Service code 99 · EIN 36-4500709 | Other Fees | $43,750 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $30,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$238,035 |
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 | $153,316 | $115,744+32.5% | $100,391+52.7% | $199,593-23.2% |
| Participation rate | 95.5% | 85.7%+9.8pp | 81.5%+14.0pp | 72.0%+23.5pp |
| Annual return | 19.89% | 17.79%+2.1pp | 49.20%-29.3pp | 34.25%-14.4pp |
| Employer contribution / active EE | $3,911 | $3,657+6.9% | $3,942-0.8% | $3,034+28.9% |
| Participant deferral / active EE | $13,900 | $9,844+41.2% | $8,082+72.0% | $5,087+173.3% |
| Admin fee / account holder | $102 | $93+9.4% | $7,899-98.7% | $269-62.2% |