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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $146,549 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $108,244 |
FRAZIER & DEETER, LLC1 year Service code 10 · EIN 39-4469485 | Accounting | $16,700 |
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 | $103,505 | $57,610+79.7% | $154,803-33.1% | $102,872+0.6% |
| Participation rate | 80.4% | 59.5%+20.9pp | 78.1%+2.3pp | 73.0%+7.3pp |
| Annual return | 25.43% | 30.49%-5.1pp | 58.88%-33.5pp | 19.06%+6.4pp |
| Employer contribution / active EE | $3,582 | $1,883+90.2% | $4,305-16.8% | $3,526+1.6% |
| Participant deferral / active EE | $9,053 | $2,914+210.6% | $5,540+63.4% | $5,535+63.6% |
| Admin fee / account holder | $108 | $368-70.6% | $14,329-99.2% | $292-63.0% |