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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,727 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,408 | $94,625+24.1% | $116,228+1.0% | $84,808+38.4% |
| Participation rate | 85.6% | 70.4%+15.1pp | 74.6%+11.0pp | 68.3%+17.3pp |
| Annual return | 11.94% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,605 | $2,347-31.6% | $2,994-46.4% | $2,631-39.0% |
| Participant deferral / active EE | $5,297 | $3,972+33.4% | $4,953+6.9% | $4,212+25.8% |
| Admin fee / account holder | $319 | $10,091-96.8% | $11,989-97.3% | $7,344-95.7% |