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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,388 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,452 |
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 | $97,848 | $54,193+80.6% | $93,654+4.5% | $77,671+26.0% |
| Participation rate | 73.2% | 63.9%+9.2pp | 68.7%+4.5pp | 70.6%+2.6pp |
| Annual return | 18.11% | 30.54%-12.4pp | 133.34%-115.2pp | 31.21%-13.1pp |
| Employer contribution / active EE | $585 | $1,168-49.9% | $2,421-75.8% | $2,726-78.6% |
| Participant deferral / active EE | $3,441 | $3,144+9.4% | $4,413-22.0% | $4,648-26.0% |
| Admin fee / account holder | $35 | $576-93.9% | $8,282-99.6% | $430-91.9% |