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 37 · EIN 04-2647786 | Loan Processing | $254,317 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,707 |
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 | $122,161 | $119,627+2.1% | $146,958-16.9% | $99,062+23.3% |
| Participation rate | 94.6% | 73.4%+21.2pp | 82.2%+12.5pp | 71.6%+23.0pp |
| Annual return | 26.15% | 28.82%-2.7pp | 418.34%-392.2pp | 17.66%+8.5pp |
| Employer contribution / active EE | $2,278 | $4,153-45.1% | $4,933-53.8% | $3,262-30.2% |
| Participant deferral / active EE | $11,246 | $7,997+40.6% | $8,070+39.4% | $5,331+110.9% |
| Admin fee / account holder | $82 | $150-45.3% | $12,998-99.4% | $109-24.8% |