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) | $7,946 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
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 | $133,472 | $89,808+48.6% | $100,391+33.0% | $77,643+71.9% |
| Participation rate | 97.2% | 81.2%+16.0pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 14.28% | 20.62%-6.3pp | 49.20%-34.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,942 | $3,039-36.1% | $3,942-50.7% | $2,726-28.7% |
| Participant deferral / active EE | $9,265 | $8,284+11.8% | $8,082+14.6% | $4,647+99.4% |
| Admin fee / account holder | $22 | $174-87.5% | $7,899-99.7% | $430-94.9% |