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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,376 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,800 |
BONADIO & CO., LLP7 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $13,600 |
CLS INVESTMENTS10+ years Service code 16 · EIN 32-0070947 | Consulting | $9,919 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $8,807 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,318 | $101,317+98.7% | $146,958+37.0% | $74,495+170.2% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 12.28% | 8730.91%-8718.6pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,432 | $3,810+16.3% | $4,933-10.2% | $2,623+68.9% |
| Participant deferral / active EE | $27,364 | $7,303+274.7% | $8,070+239.1% | $4,346+529.7% |
| Admin fee / account holder | $192 | $1,739-88.9% | $12,998-98.5% | $1,942-90.1% |