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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,833 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $21,525 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,726 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,113 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,147 | $87,870+0.3% | $113,168-22.1% | $74,304+18.6% |
| Participation rate | 78.9% | 70.7%+8.1pp | 76.6%+2.3pp | 60.3%+18.5pp |
| Annual return | 15.48% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,317 | $2,277-42.1% | $2,975-55.7% | $2,241-41.2% |
| Participant deferral / active EE | $3,516 | $4,241-17.1% | $5,107-31.1% | $3,767-6.7% |
| Admin fee / account holder | $329 | $3,368-90.2% | $12,068-97.3% | $2,969-88.9% |