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 |
|---|---|---|
OWEN LARUE LLC5 years Service code 27 · EIN 82-2213567 | Advisory (Plan) | $14,602 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $12,057 |
Service code 49 · EIN 61-1291181 | Other Services | $4,915 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $521 |
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 | $38,637 | $81,625-52.7% | $167,512-76.9% | $74,304-48.0% |
| Participation rate | 76.3% | 60.0%+16.3pp | 77.1%-0.8pp | 60.3%+15.9pp |
| Annual return | 22.40% | 26.09%-3.7pp | 1615.79%-1593.4pp | 29.43%-7.0pp |
| Employer contribution / active EE | $570 | $2,010-71.6% | $3,882-85.3% | $2,241-74.6% |
| Participant deferral / active EE | $3,106 | $4,115-24.5% | $6,405-51.5% | $3,767-17.6% |
| Admin fee / account holder | $173 | $3,474-95.0% | $9,769-98.2% | $2,969-94.2% |