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 | $62,464 |
Filed as: ALLIANT Service code 16 · EIN 33-0785439 | Consulting | $43,750 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $23,920 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,797 |
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 | $125,236 | $89,436+40.0% | $164,813-24.0% | $77,643+61.3% |
| Participation rate | 88.0% | 78.6%+9.4pp | 78.6%+9.4pp | 70.6%+17.4pp |
| Annual return | 14.56% | 28.83%-14.3pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,789 | $2,569+164.3% | $4,341+56.4% | $2,726+149.1% |
| Participant deferral / active EE | $10,157 | $4,897+107.4% | $6,031+68.4% | $4,647+118.6% |
| Admin fee / account holder | $268 | $339-21.1% | $12,690-97.9% | $430-37.8% |