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 | $26,694 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,737 |
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 | $34,282 | $54,193-36.7% | $93,606-63.4% | $77,643-55.8% |
| Participation rate | 86.3% | 63.9%+22.4pp | 68.7%+17.6pp | 70.6%+15.7pp |
| Annual return | 15.78% | 30.54%-14.8pp | 133.20%-117.4pp | 31.24%-15.5pp |
| Employer contribution / active EE | $758 | $1,168-35.1% | $2,420-68.7% | $2,726-72.2% |
| Participant deferral / active EE | $3,167 | $3,144+0.7% | $4,411-28.2% | $4,647-31.9% |
| Admin fee / account holder | $63 | $576-89.0% | $8,285-99.2% | $430-85.3% |