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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $156,451 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $88,832 |
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 | $200,012 | $102,204+95.7% | $145,661+37.3% | $85,563+133.8% |
| Participation rate | 88.4% | 70.6%+17.8pp | 77.2%+11.1pp | 66.0%+22.4pp |
| Annual return | 16.69% | 16.68%0pp | 101.46%-84.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $9,026 | $3,600+150.7% | $4,238+113.0% | $2,654+240.1% |
| Participant deferral / active EE | $14,839 | $5,729+159.0% | $7,198+106.1% | $4,375+239.2% |
| Admin fee / account holder | $151 | $647-76.7% | $12,466-98.8% | $834-81.9% |