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 | $157,577 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,760 |
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 | $93,460 | $108,719-14.0% | $101,326-7.8% | $85,563+9.2% |
| Participation rate | 94.5% | 80.9%+13.6pp | 81.5%+13.0pp | 66.0%+28.5pp |
| Annual return | 16.05% | 20.95%-4.9pp | 36.82%-20.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $3,230 | $3,114+3.7% | $3,665-11.9% | $2,654+21.7% |
| Participant deferral / active EE | $11,530 | $8,545+34.9% | $7,994+44.2% | $4,375+163.5% |
| Admin fee / account holder | $164 | $685-76.0% | $11,185-98.5% | $834-80.3% |