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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,020 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$42,796 |
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 | $89,096 | $89,436-0.4% | $164,813-45.9% | $77,643+14.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 78.6%+10.3pp | 70.6%+18.3pp |
| Annual return | 15.31% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,655 | $2,569-35.6% | $4,341-61.9% | $2,726-39.3% |
| Participant deferral / active EE | $5,563 | $4,897+13.6% | $6,031-7.8% | $4,647+19.7% |
| Admin fee / account holder | -$47 | $339-113.7% | $12,690-100.4% | $430-110.8% |