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 | $619,711 |
CADARET GRANT & CO INC5 years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $111,795 |
SPARTAN WEALTH ADVISORY1 year Service code 27 · EIN 99-3034979 | Advisory (Plan) | $93,259 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,015 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,140 | $118,972-80.6% | $197,124-88.3% | $118,972-80.6% |
| Participation rate | 94.6% | 78.0%+16.7pp | 86.7%+7.9pp | 78.0%+16.7pp |
| Annual return | 21.02% | 15.19%+5.8pp | 44.34%-23.3pp | 15.19%+5.8pp |
| Employer contribution / active EE | $793 | $3,776-79.0% | $6,227-87.3% | $3,776-79.0% |
| Participant deferral / active EE | $4,118 | $6,017-31.6% | $9,135-54.9% | $6,017-31.6% |
| Admin fee / account holder | $78 | $127-38.4% | $16,298-99.5% | $127-38.4% |