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 | $216,687 |
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $140,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,373 |
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 | $104,665 | $104,6970% | $96,544+8.4% | $80,160+30.6% |
| Participation rate | 94.1% | 86.4%+7.8pp | 76.0%+18.2pp | 72.9%+21.2pp |
| Annual return | 20.07% | 21.78%-1.7pp | 25.84%-5.8pp | 40.38%-20.3pp |
| Employer contribution / active EE | $3,857 | $3,536+9.1% | $2,965+30.1% | $2,978+29.5% |
| Participant deferral / active EE | $6,637 | $6,188+7.3% | $4,851+36.8% | $5,017+32.3% |
| Admin fee / account holder | $79 | $107-26.2% | $8,252-99.0% | $145-45.6% |