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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,379 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$183,239 |
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 | $166,790 | $110,299+51.2% | $102,423+62.8% | $199,593-16.4% |
| Participation rate | 96.2% | 86.3%+9.9pp | 76.5%+19.7pp | 72.0%+24.3pp |
| Annual return | 19.20% | 35.73%-16.5pp | 29.32%-10.1pp | 34.25%-15.1pp |
| Employer contribution / active EE | $5,467 | $3,603+51.7% | $3,023+80.8% | $3,034+80.2% |
| Participant deferral / active EE | $11,776 | $6,376+84.7% | $5,053+133.1% | $5,087+131.5% |
| Admin fee / account holder | -$70 | $122-157.0% | $9,451-100.7% | $269-125.9% |