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 | $79,022 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,715 | $112,623-69.2% | $106,213-67.3% | $199,593-82.6% |
| Participation rate | 71.7% | 86.2%-14.5pp | 75.3%-3.6pp | 72.0%-0.3pp |
| Annual return | 17.60% | 15.57%+2.0pp | 116.14%-98.5pp | 34.25%-16.6pp |
| Employer contribution / active EE | $1,988 | $4,575-56.5% | $3,171-37.3% | $3,034-34.5% |
| Participant deferral / active EE | $2,805 | $6,659-57.9% | $5,016-44.1% | $5,087-44.9% |
| Admin fee / account holder | $56 | $107-47.4% | $11,033-99.5% | $269-79.0% |