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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $101,930 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,409 |
Filed as: FIDUCIARY FIRST LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $60,010 |
Filed as: BMSS ADVISORS & CPAS Service code 10 · EIN 46-1498870 | Accounting | $16,760 |
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 | $128,828 | $122,186+5.4% | $146,958-12.3% | $199,593-35.5% |
| Participation rate | 98.9% | 78.3%+20.6pp | 82.2%+16.7pp | 72.0%+26.9pp |
| Annual return | 36.23% | 30.56%+5.7pp | 418.34%-382.1pp | 34.25%+2.0pp |
| Employer contribution / active EE | $3,624 | $4,093-11.5% | $4,933-26.5% | $3,034+19.4% |
| Participant deferral / active EE | $10,972 | $8,502+29.1% | $8,070+36.0% | $5,087+115.7% |
| Admin fee / account holder | $118 | $179-33.9% | $12,998-99.1% | $269-56.1% |