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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,253 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,240 | $82,917+266.9% | $103,333+194.4% | $77,643+291.8% |
| Participation rate | 98.0% | 71.6%+26.5pp | 74.5%+23.5pp | 70.6%+27.5pp |
| Annual return | 14.34% | 19.13%-4.8pp | 24.88%-10.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $15,617 | $3,552+339.7% | $3,868+303.8% | $2,726+472.9% |
| Participant deferral / active EE | $9,579 | $4,108+133.1% | $5,057+89.4% | $4,647+106.1% |
| Admin fee / account holder | $57 | $638-91.1% | $8,355-99.3% | $430-86.8% |