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 |
|---|---|---|
Filed as: FIDELITY INVS INST OPER CO, LLC Service code 27 · EIN 04-3532603 | Advisory (Plan) | $119,526 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,554 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,249 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,939 | $105,179+40.7% | $64,056+131.0% | $80,160+84.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 2.73% | 20.34%-17.6pp | 33.69%-31.0pp | 40.38%-37.7pp |
| Employer contribution / active EE | $7,806 | $3,311+135.8% | $2,747+184.2% | $2,978+162.1% |
| Participant deferral / active EE | $7,941 | $4,020+97.5% | $3,880+104.7% | $5,017+58.3% |
| Admin fee / account holder | $33 | $113-71.0% | $3,068-98.9% | $145-77.4% |