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) | $159,178 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,819 |
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 | $153,079 | $53,136+188.1% | $155,509-1.6% | $199,593-23.3% |
| Participation rate | 96.4% | 64.1%+32.3pp | 78.2%+18.2pp | 72.0%+24.4pp |
| Annual return | 15.06% | 41.15%-26.1pp | 64.67%-49.6pp | 34.25%-19.2pp |
| Employer contribution / active EE | $6,817 | $1,851+268.3% | $4,672+45.9% | $3,034+124.7% |
| Participant deferral / active EE | $8,702 | $3,161+175.3% | $5,626+54.7% | $5,087+71.1% |
| Admin fee / account holder | $51 | $185-72.6% | $15,912-99.7% | $269-81.1% |