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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,518 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,086 |
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 | $37,378 | $73,397-49.1% | $178,014-79.0% | $74,546-49.9% |
| Participation rate | 74.4% | 66.6%+7.9pp | 77.1%-2.6pp | 67.2%+7.2pp |
| Annual return | 14.86% | 17.49%-2.6pp | 294.80%-279.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $753 | $2,217-66.1% | $3,950-80.9% | $2,624-71.3% |
| Participant deferral / active EE | $3,763 | $4,512-16.6% | $6,276-40.0% | $4,347-13.4% |
| Admin fee / account holder | $80 | $1,809-95.6% | $10,362-99.2% | $1,944-95.9% |