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) | $170,393 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $165,422 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $141,448 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $68,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $33,002 |
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 | $189,665 | $122,693+54.6% | $184,203+3.0% | $199,593-5.0% |
| Participation rate | 88.6% | 86.8%+1.8pp | 86.8%+1.8pp | 72.0%+16.6pp |
| Annual return | 20.00% | 143.91%-123.9pp | 28.81%-8.8pp | 34.25%-14.2pp |
| Employer contribution / active EE | $2,316 | $4,584-49.5% | $6,427-64.0% | $3,034-23.7% |
| Participant deferral / active EE | $19,979 | $7,990+150.0% | $9,131+118.8% | $5,087+292.8% |
| Admin fee / account holder | $119 | $121-1.4% | $13,901-99.1% | $269-55.8% |