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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $260,396 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $124,903 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,426 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $16,000 |
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 | $66,919 | $2,679,533-97.5% | $164,813-59.4% | $199,593-66.5% |
| Participation rate | 92.9% | 78.3%+14.6pp | 78.6%+14.3pp | 72.0%+21.0pp |
| Annual return | 13.62% | 17.93%-4.3pp | 69.93%-56.3pp | 34.25%-20.6pp |
| Employer contribution / active EE | $2,362 | $2,970-20.5% | $4,341-45.6% | $3,034-22.2% |
| Participant deferral / active EE | $7,276 | $5,010+45.2% | $6,031+20.6% | $5,087+43.0% |
| Admin fee / account holder | $147 | $1,982-92.6% | $12,690-98.8% | $269-45.4% |