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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $453,654 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,264 |
Form 5500 reported that benefits due were not provided when due.
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 | $191,429 | $159,391+20.1% | $102,423+86.9% | $99,062+93.2% |
| Participation rate | 99.9% | 88.6%+11.3pp | 76.5%+23.4pp | 71.6%+28.3pp |
| Annual return | 18.51% | 19.03%-0.5pp | 29.32%-10.8pp | 17.66%+0.9pp |
| Employer contribution / active EE | $3,816 | $4,207-9.3% | $3,023+26.2% | $3,262+17.0% |
| Participant deferral / active EE | $9,884 | $7,498+31.8% | $5,053+95.6% | $5,331+85.4% |
| Admin fee / account holder | $47 | $159-70.2% | $9,451-99.5% | $109-56.4% |