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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,376 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $169,908 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $114,766 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $28,665 |
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 | $248,382 | $117,739+111.0% | $101,326+145.1% | $117,739+111.0% |
| Participation rate | 88.5% | 76.6%+11.9pp | 81.5%+7.0pp | 76.6%+11.9pp |
| Annual return | 23.59% | 17.29%+6.3pp | 36.82%-13.2pp | 17.29%+6.3pp |
| Employer contribution / active EE | $9,632 | $3,746+157.1% | $3,665+162.8% | $3,746+157.1% |
| Participant deferral / active EE | $24,751 | $6,128+303.9% | $7,994+209.6% | $6,128+303.9% |
| Admin fee / account holder | $36 | $112-67.6% | $11,185-99.7% | $112-67.6% |