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 | $78,105 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,655 |
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 | $80,300 | $106,028-24.3% | $146,958-45.4% | $77,643+3.4% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 24.43% | 56.73%-32.3pp | 418.34%-393.9pp | 31.24%-6.8pp |
| Employer contribution / active EE | $4,975 | $4,063+22.4% | $4,933+0.8% | $2,726+82.5% |
| Participant deferral / active EE | $13,721 | $7,990+71.7% | $8,070+70.0% | $4,647+195.3% |
| Admin fee / account holder | $142 | $337-57.8% | $12,998-98.9% | $430-66.9% |