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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $760,603 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $727,167 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $193,488 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL AND TITUS, LLP Service code 10 · EIN 13-2781641 | Accounting | $44,450 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $31,620 |
Filed as: MARATHAS, BARROW, WEATHERHEAD, LENT Service code 16 · EIN 47-3430927 | Consulting | $17,170 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER COMPANY Service code 60 | Sub-TA Fees | $0 |
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 | $100,391 | $128,056-21.6% | $146,958-31.7% | $106,382-5.6% |
| Participation rate | 94.9% | 67.2%+27.7pp | 82.2%+12.8pp | 69.9%+25.1pp |
| Annual return | 17.51% | 17.89%-0.4pp | 418.34%-400.8pp | 17.37%+0.1pp |
| Employer contribution / active EE | $4,188 | $3,384+23.8% | $4,933-15.1% | $3,364+24.5% |
| Participant deferral / active EE | $9,872 | $7,674+28.6% | $8,070+22.3% | $5,569+77.3% |
| Admin fee / account holder | $34 | $89-61.8% | $12,998-99.7% | $79-57.3% |