Filed August 28, 2023
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,859 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,838 |
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 | $134,726 | $115,744+16.4% | $100,391+34.2% | $199,593-32.5% |
| Participation rate | 98.8% | 85.7%+13.2pp | 81.5%+17.4pp | 72.0%+26.9pp |
| Annual return | 16.95% | 17.79%-0.8pp | 49.20%-32.2pp | 34.25%-17.3pp |
| Employer contribution / active EE | $9,272 | $3,657+153.5% | $3,942+135.2% | $3,034+205.6% |
| Participant deferral / active EE | $8,755 | $9,844-11.1% | $8,082+8.3% | $5,087+72.1% |
| Admin fee / account holder | $22 | $93-76.0% | $7,899-99.7% | $269-91.7% |