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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $249,175 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $140,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,956 |
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 | $128,501 | $110,299+16.5% | $102,423+25.5% | $199,593-35.6% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 14.65% | 35.73%-21.1pp | 29.32%-14.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $4,192 | $3,603+16.3% | $3,023+38.6% | $3,034+38.1% |
| Participant deferral / active EE | $7,704 | $6,376+20.8% | $5,053+52.5% | $5,087+51.4% |
| Admin fee / account holder | $101 | $122-17.3% | $9,451-98.9% | $269-62.4% |