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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,628 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,258 |
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 | $124,166 | $129,021-3.8% | $184,203-32.6% | $77,643+59.9% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.8%+9.0pp | 70.6%+25.3pp |
| Annual return | 16.60% | 33.27%-16.7pp | 28.81%-12.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,512 | $4,413+2.3% | $6,427-29.8% | $2,726+65.5% |
| Participant deferral / active EE | $7,071 | $7,297-3.1% | $9,131-22.6% | $4,647+52.1% |
| Admin fee / account holder | $32 | $254-87.5% | $13,901-99.8% | $430-92.6% |