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 WEALTH PARTNERS4 years Filed as: STRATEGIC WEALTH PARTNERS GROUP, L Service code 16 · EIN 47-2046833 | Consulting | $47,573 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$20,253 |
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 | $137,094 | $55,472+147.1% | $155,567-11.9% | $74,546+83.9% |
| Participation rate | 89.4% | 61.9%+27.5pp | 78.2%+11.2pp | 67.2%+22.2pp |
| Annual return | 13.43% | 268.72%-255.3pp | 64.74%-51.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $2,322 | $2,269+2.3% | $4,674-50.3% | $2,624-11.5% |
| Participant deferral / active EE | $6,007 | $2,838+111.7% | $5,628+6.7% | $4,347+38.2% |
| Admin fee / account holder | $66 | $1,743-96.2% | $15,916-99.6% | $1,944-96.6% |