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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,479 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,692 |
Form 5500 reported that benefits due were not provided when due.
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 | $185,988 | $79,171+134.9% | $102,423+81.6% | $74,495+149.7% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+17.9pp | 67.2%+27.2pp |
| Annual return | 16.23% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,177 | $2,362+34.5% | $3,023+5.1% | $2,623+21.1% |
| Participant deferral / active EE | $7,269 | $4,415+64.6% | $5,053+43.9% | $4,346+67.3% |
| Admin fee / account holder | $59 | $2,001-97.1% | $9,451-99.4% | $1,942-97.0% |