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 INV. INST. OPNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $30,042 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,458 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,984 | $36,9780% | $155,790-76.3% | $59,188-37.5% |
| Participation rate | 85.6% | 62.7%+22.9pp | 76.1%+9.5pp | 69.4%+16.2pp |
| Annual return | 2.06% | 5.44%-3.4pp | 71.54%-69.5pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,645 | $1,222+34.6% | $3,836-57.1% | $2,098-21.6% |
| Participant deferral / active EE | $3,791 | $2,795+35.7% | $4,797-21.0% | $3,265+16.1% |
| Admin fee / account holder | $26 | $65-60.8% | $7,478-99.7% | $92-72.3% |