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) | $407,656 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,388 |
Form 5500 reported that benefits due were not provided when due.
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 | $118,108 | $81,357+45.2% | $75,972+55.5% | $199,593-40.8% |
| Participation rate | 75.4% | 69.9%+5.5pp | 69.1%+6.4pp | 72.0%+3.5pp |
| Annual return | 16.12% | 16.32%-0.2pp | 359.55%-343.4pp | 34.25%-18.1pp |
| Employer contribution / active EE | $3,822 | $3,341+14.4% | $2,685+42.4% | $3,034+26.0% |
| Participant deferral / active EE | $8,971 | $4,710+90.5% | $4,255+110.8% | $5,087+76.4% |
| Admin fee / account holder | $87 | $144-39.5% | $6,467-98.6% | $269-67.5% |