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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $205,284 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,971 |
THOMPSON HINE1 year Filed as: THOMPSONHINE Service code 29 · EIN 34-0575300 | Legal | $56,530 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $45,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 49 · EIN 13-3036745 | Other Services | $2,188 |
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 | $145,434 | $145,877-0.3% | $150,045-3.1% | $102,872+41.4% |
| Participation rate | 90.7% | 79.8%+10.8pp | 82.3%+8.3pp | 73.0%+17.6pp |
| Annual return | 24.24% | 21.37%+2.9pp | 62.55%-38.3pp | 19.06%+5.2pp |
| Employer contribution / active EE | $1,953 | $4,710-58.5% | $4,693-58.4% | $3,526-44.6% |
| Participant deferral / active EE | $8,053 | $9,491-15.2% | $7,997+0.7% | $5,535+45.5% |
| Admin fee / account holder | $142 | $176-19.5% | $13,435-98.9% | $292-51.5% |