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 | $95,803+5.7% | $113,168-10.5% | $84,808+19.4% |
| Participation rate | 71.3% | 72.9%-1.6pp | 76.6%-5.3pp | 68.3%+2.9pp |
| Annual return | 11.71% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,206 | $2,360-48.9% | $2,975-59.5% | $2,631-54.2% |
| Participant deferral / active EE | $4,010 | $4,242-5.5% | $5,107-21.5% | $4,212-4.8% |
| Admin fee / account holder | $98 | $8,989-98.9% | $12,068-99.2% | $7,344-98.7% |