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 9-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 |
|---|---|---|
Service code 28 · EIN 04-3638035 | Investment Management | $105,972 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $102,564 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,286 |
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 | $113,509 | $176,491-35.7% | $95,952+18.3% | $90,288+25.7% |
| Participation rate | 94.0% | 86.6%+7.4pp | 77.1%+16.9pp | 73.4%+20.6pp |
| Annual return | 26.29% | 20.14%+6.2pp | 91.61%-65.3pp | 53.97%-27.7pp |
| Employer contribution / active EE | $5,489 | $2,789+96.8% | $2,541+116.0% | $2,524+117.5% |
| Participant deferral / active EE | $5,541 | $5,340+3.8% | $4,167+33.0% | $4,232+30.9% |
| Admin fee / account holder | $144 | $154-6.7% | $6,795-97.9% | $114+26.1% |