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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,361 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,236 | $95,453+6.1% | $112,040-9.6% | $82,448+22.8% |
| Participation rate | 71.3% | 72.8%-1.5pp | 76.5%-5.2pp | 68.1%+3.2pp |
| Annual return | 11.71% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,206 | $2,318-48.0% | $2,954-59.2% | $2,551-52.7% |
| Participant deferral / active EE | $4,010 | $4,224-5.1% | $5,098-21.3% | $4,139-3.1% |
| Admin fee / account holder | $98 | $9,013-98.9% | $12,098-99.2% | $7,234-98.6% |