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 | $156,039 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,634 |
Filed as: SAGEVIEW A Service code 26 · EIN 33-0818667 | Advisory (Participants) | $12,478 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $123,015 | $57,610+113.5% | $154,803-20.5% | $102,872+19.6% |
| Participation rate | 66.1% | 59.5%+6.7pp | 78.1%-11.9pp | 73.0%-6.9pp |
| Annual return | 17.05% | 30.49%-13.4pp | 58.88%-41.8pp | 19.06%-2.0pp |
| Employer contribution / active EE | $2,595 | $1,883+37.8% | $4,305-39.7% | $3,526-26.4% |
| Participant deferral / active EE | $6,044 | $2,914+107.4% | $5,540+9.1% | $5,535+9.2% |
| Admin fee / account holder | $61 | $368-83.4% | $14,329-99.6% | $292-79.1% |