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 | $187,505 |
NEPC, LLC1 year Filed as: NEPC,LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $53,526 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,198 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,591 | $145,877+82.8% | $150,045+77.7% | $102,872+159.1% |
| Participation rate | 97.5% | 79.8%+17.6pp | 82.3%+15.2pp | 73.0%+24.5pp |
| Annual return | 19.78% | 21.37%-1.6pp | 62.55%-42.8pp | 19.06%+0.7pp |
| Employer contribution / active EE | $5,118 | $4,710+8.7% | $4,693+9.1% | $3,526+45.1% |
| Participant deferral / active EE | $21,210 | $9,491+123.5% | $7,997+165.2% | $5,535+283.2% |
| Admin fee / account holder | $125 | $176-29.0% | $13,435-99.1% | $292-57.3% |