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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,685 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,985 | $122,186+8.8% | $146,958-9.5% | $199,593-33.4% |
| Participation rate | 97.6% | 78.3%+19.3pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 17.50% | 30.56%-13.1pp | 418.34%-400.8pp | 34.25%-16.8pp |
| Employer contribution / active EE | $6,980 | $4,093+70.5% | $4,933+41.5% | $3,034+130.1% |
| Participant deferral / active EE | $14,255 | $8,502+67.7% | $8,070+76.6% | $5,087+180.2% |
| Admin fee / account holder | $71 | $179-60.4% | $12,998-99.5% | $269-73.7% |