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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,703 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,656 |
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 | $220,290 | $122,239+80.2% | $184,203+19.6% | $74,495+195.7% |
| Participation rate | 88.9% | 85.5%+3.4pp | 86.8%+2.1pp | 67.2%+21.7pp |
| Annual return | 16.87% | 19.95%-3.1pp | 28.81%-11.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,485 | $4,537-45.2% | $6,427-61.3% | $2,623-5.3% |
| Participant deferral / active EE | $17,969 | $7,139+151.7% | $9,131+96.8% | $4,346+313.5% |
| Admin fee / account holder | $47 | $1,260-96.2% | $13,901-99.7% | $1,942-97.6% |