Filed April 8, 2024
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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 37 · EIN 04-3532603 | Loan Processing | $50,052 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,218 |
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 | $79,027 | $119,446-33.8% | $150,045-47.3% | $85,563-7.6% |
| Participation rate | 94.3% | 75.4%+18.9pp | 82.3%+12.0pp | 66.0%+28.3pp |
| Annual return | 39.18% | 23.72%+15.5pp | 62.55%-23.4pp | 31.51%+7.7pp |
| Employer contribution / active EE | $1,817 | $4,078-55.4% | $4,693-61.3% | $2,654-31.5% |
| Participant deferral / active EE | $16,082 | $7,985+101.4% | $7,997+101.1% | $4,375+267.6% |
| Admin fee / account holder | $90 | $548-83.5% | $13,435-99.3% | $834-89.2% |