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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,198 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,200 |
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 | $108,072 | $115,744-6.6% | $100,383+7.7% | $199,768-45.9% |
| Participation rate | 96.7% | 85.7%+11.0pp | 81.5%+15.2pp | 72.0%+24.6pp |
| Annual return | 59.75% | 17.79%+42.0pp | 49.26%+10.5pp | 34.26%+25.5pp |
| Employer contribution / active EE | $4,709 | $3,657+28.8% | $3,944+19.4% | $3,037+55.1% |
| Participant deferral / active EE | $15,397 | $9,844+56.4% | $8,086+90.4% | $5,090+202.5% |
| Admin fee / account holder | $57 | $93-39.1% | $7,900-99.3% | $269-79.0% |