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) | $1,638,580 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $559,240 |
MERCER9 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $78,683 |
WITHUMSMITH+BROWN, PC5 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $30,500 |
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 | $130,435 | $99,062+31.7% | $100,391+29.9% | $99,062+31.7% |
| Participation rate | 90.4% | 71.6%+18.8pp | 81.5%+9.0pp | 71.6%+18.8pp |
| Annual return | 13.60% | 17.66%-4.1pp | 49.20%-35.6pp | 17.66%-4.1pp |
| Employer contribution / active EE | $3,026 | $3,262-7.2% | $3,942-23.2% | $3,262-7.2% |
| Participant deferral / active EE | $6,977 | $5,331+30.9% | $8,082-13.7% | $5,331+30.9% |
| Admin fee / account holder | $162 | $109+48.4% | $7,899-98.0% | $109+48.4% |