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 15 · EIN 04-2647786 | Recordkeeping | $178,152 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,579 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,294 | $122,186+176.9% | $146,958+130.2% | $199,593+69.5% |
| Participation rate | 97.3% | 78.3%+19.0pp | 82.2%+15.1pp | 72.0%+25.3pp |
| Annual return | 15.15% | 30.56%-15.4pp | 418.34%-403.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $8,462 | $4,093+106.7% | $4,933+71.5% | $3,034+178.9% |
| Participant deferral / active EE | $14,404 | $8,502+69.4% | $8,070+78.5% | $5,087+183.2% |
| Admin fee / account holder | $108 | $179-39.6% | $12,998-99.2% | $269-59.8% |