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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,974 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,756 |
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 | $171,905 | $87,870+95.6% | $113,168+51.9% | $74,304+131.4% |
| Participation rate | 98.2% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 15.44% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $4,754 | $2,277+108.8% | $2,975+59.8% | $2,241+112.1% |
| Participant deferral / active EE | $9,542 | $4,241+125.0% | $5,107+86.8% | $3,767+153.3% |
| Admin fee / account holder | $18 | $3,368-99.5% | $12,068-99.9% | $2,969-99.4% |