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 | $28,448 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,093 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,647 | $106,028+163.7% | $146,958+90.3% | $77,643+260.2% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 23.47% | 56.73%-33.3pp | 418.34%-394.9pp | 31.24%-7.8pp |
| Employer contribution / active EE | $6,687 | $4,063+64.6% | $4,933+35.6% | $2,726+145.3% |
| Participant deferral / active EE | $20,646 | $7,990+158.4% | $8,070+155.8% | $4,647+344.3% |
| Admin fee / account holder | $130 | $337-61.4% | $12,998-99.0% | $430-69.7% |