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.2 years Service code 27 · EIN 04-2654524 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $13,280 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 900 SALEM ST · SMITHFIELD, RI 02917 | Loan Processing | $2,788 |
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 | $124,190 | $50,956+143.7% | $96,562+28.6% | $86,799+43.1% |
| Participation rate | 95.3% | 65.2%+30.1pp | 69.8%+25.5pp | 72.3%+23.0pp |
| Annual return | 15.72% | 21.27%-5.5pp | 37.78%-22.1pp | 97.91%-82.2pp |
| Employer contribution / active EE | $3,303 | $1,111+197.4% | $2,356+40.2% | $2,405+37.3% |
| Participant deferral / active EE | $4,909 | $2,954+66.2% | $3,849+27.5% | $4,131+18.8% |
| Admin fee / account holder | $46 | $166-72.3% | $6,181-99.3% | $170-72.9% |