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 9-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 | $16,479 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,203 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,144 |
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 | $123,843 | $78,485+57.8% | $106,213+16.6% | $74,495+66.2% |
| Participation rate | 89.9% | 72.8%+17.0pp | 75.3%+14.6pp | 67.2%+22.7pp |
| Annual return | 12.85% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $6,870 | $2,523+172.3% | $3,171+116.6% | $2,623+161.9% |
| Participant deferral / active EE | $11,169 | $4,322+158.4% | $5,016+122.7% | $4,346+157.0% |
| Admin fee / account holder | $233 | $2,232-89.6% | $11,033-97.9% | $1,942-88.0% |