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) | $210,964 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $200,503 |
NFP RETIREMENT INC9 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $91,287 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $26,500 |
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 | $123,248 | $110,299+11.7% | $102,423+20.3% | $199,593-38.3% |
| Participation rate | 81.4% | 86.3%-4.9pp | 76.5%+4.9pp | 72.0%+9.4pp |
| Annual return | 17.27% | 35.73%-18.5pp | 29.32%-12.0pp | 34.25%-17.0pp |
| Employer contribution / active EE | $3,922 | $3,603+8.8% | $3,023+29.7% | $3,034+29.3% |
| Participant deferral / active EE | $9,030 | $6,376+41.6% | $5,053+78.7% | $5,087+77.5% |
| Admin fee / account holder | $160 | $122+30.9% | $9,451-98.3% | $269-40.5% |