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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,438 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$69,438 |
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 | $107,756 | $110,299-2.3% | $102,423+5.2% | $199,593-46.0% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 18.54% | 35.73%-17.2pp | 29.32%-10.8pp | 34.25%-15.7pp |
| Employer contribution / active EE | $1,647 | $3,603-54.3% | $3,023-45.5% | $3,034-45.7% |
| Participant deferral / active EE | $8,373 | $6,376+31.3% | $5,053+65.7% | $5,087+64.6% |
| Admin fee / account holder | $10 | $122-91.8% | $9,451-99.9% | $269-96.3% |