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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC3 years Service code 27 · EIN 45-2712335 | Advisory (Plan) | $28,218 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,536 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,588 | $87,870+75.9% | $113,168+36.6% | $74,304+108.0% |
| Participation rate | 91.2% | 70.7%+20.5pp | 76.6%+14.7pp | 60.3%+30.9pp |
| Annual return | 14.20% | 26.44%-12.2pp | 24.27%-10.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,616 | $2,277+14.9% | $2,975-12.1% | $2,241+16.7% |
| Participant deferral / active EE | $6,004 | $4,241+41.6% | $5,107+17.6% | $3,767+59.4% |
| Admin fee / account holder | $416 | $3,368-87.6% | $12,068-96.5% | $2,969-86.0% |