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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $192,766 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,255 |
Service code 28 · EIN 13-3575636 | Investment Management | $90,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,833 | $130,141-37.1% | $86,677-5.6% | $77,904+5.0% |
| Participation rate | 95.2% | 85.9%+9.3pp | 76.6%+18.6pp | 73.7%+21.5pp |
| Annual return | -18.76% | -12.75%-6.0pp | 35.91%-54.7pp | 12.21%-31.0pp |
| Employer contribution / active EE | $4,369 | $3,220+35.7% | $2,836+54.0% | $2,848+53.4% |
| Participant deferral / active EE | $6,000 | $5,757+4.2% | $4,656+28.9% | $4,806+24.8% |
| Admin fee / account holder | $152 | $132+15.0% | $7,493-98.0% | $133+14.4% |