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 |
|---|---|---|
REED SMITH LLP6+ years Service code 29 · EIN 25-0749630 | Legal | $39,532 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,179 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $21,700 |
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166 | Consulting | $21,250 |
Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $150,158 | $105,190+42.7% | $98,907+51.8% | $90,288+66.3% |
| Participation rate | 93.8% | 86.4%+7.4pp | 76.0%+17.8pp | 73.4%+20.4pp |
| Annual return | 15.73% | 18.52%-2.8pp | 196.43%-180.7pp | 53.97%-38.2pp |
| Employer contribution / active EE | $3,504 | $3,831-8.5% | $2,689+30.3% | $2,524+38.8% |
| Participant deferral / active EE | $6,454 | $5,616+14.9% | $4,244+52.1% | $4,232+52.5% |
| Admin fee / account holder | -$32 | $97-132.9% | $6,642-100.5% | $114-128.1% |