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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $59,291 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,813 |
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 | $170,640 | $92,055+85.4% | $106,213+60.7% | $77,643+119.8% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 16.65% | 17.91%-1.3pp | 116.14%-99.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $12,022 | $3,367+257.0% | $3,171+279.1% | $2,726+341.0% |
| Participant deferral / active EE | $10,509 | $5,386+95.1% | $5,016+109.5% | $4,647+126.1% |
| Admin fee / account holder | $32 | $219-85.4% | $11,033-99.7% | $430-92.6% |