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.4 years Service code 27 · EIN 04-2654524 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $15,322 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 900 SALEM ST · SMITHFIELD, RI 02917 | Loan Processing | $3,413 |
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 | $105,474 | $53,165+98.4% | $86,188+22.4% | $74,419+41.7% |
| Participation rate | 95.8% | 64.9%+30.9pp | 69.0%+26.8pp | 70.7%+25.1pp |
| Annual return | 18.01% | 22.64%-4.6pp | 1168.45%-1150.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,373 | $1,210+178.8% | $2,380+41.7% | $2,637+27.9% |
| Participant deferral / active EE | $6,129 | $3,234+89.5% | $3,985+53.8% | $4,528+35.4% |
| Admin fee / account holder | $52 | $551-90.5% | $6,852-99.2% | $348-85.0% |