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) | $137,955 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $55,930 |
VERRILL DANA LLP1 year Filed as: VERRILLDANALLP Service code 29 · EIN 01-0176171 | Legal | $46,404 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $17,525 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$185,598 |
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 | $168,232 | $112,623+49.4% | $106,213+58.4% | $199,593-15.7% |
| Participation rate | 95.0% | 86.2%+8.8pp | 75.3%+19.7pp | 72.0%+23.1pp |
| Annual return | 16.01% | 15.57%+0.4pp | 116.14%-100.1pp | 34.25%-18.2pp |
| Employer contribution / active EE | $6,022 | $4,575+31.6% | $3,171+89.9% | $3,034+98.5% |
| Participant deferral / active EE | $8,148 | $6,659+22.4% | $5,016+62.4% | $5,087+60.2% |
| Admin fee / account holder | $97 | $107-9.1% | $11,033-99.1% | $269-63.8% |