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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,650 |
JOHANSON & YAU1 year Filed as: JOHNSON & YAU ACCOUNTANCY CORP Service code 10 · EIN 94-2702860 | Accounting | $24,889 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$93,937 |
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 | $174,960 | $110,299+58.6% | $102,423+70.8% | $199,593-12.3% |
| Participation rate | 96.3% | 86.3%+10.1pp | 76.5%+19.8pp | 72.0%+24.4pp |
| Annual return | 22.63% | 35.73%-13.1pp | 29.32%-6.7pp | 34.25%-11.6pp |
| Employer contribution / active EE | $4,105 | $3,603+13.9% | $3,023+35.8% | $3,034+35.3% |
| Participant deferral / active EE | $20,051 | $6,376+214.5% | $5,053+296.8% | $5,087+294.2% |
| Admin fee / account holder | -$3 | $122-102.6% | $9,451-100.0% | $269-101.2% |