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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $132,276 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,941 |
VERUS1 year Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $18,000 |
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 | $221,193 | $145,877+51.6% | $150,045+47.4% | $102,872+115.0% |
| Participation rate | 97.5% | 79.8%+17.7pp | 82.3%+15.2pp | 73.0%+24.5pp |
| Annual return | 18.57% | 21.37%-2.8pp | 62.55%-44.0pp | 19.06%-0.5pp |
| Employer contribution / active EE | $4,487 | $4,710-4.7% | $4,693-4.4% | $3,526+27.2% |
| Participant deferral / active EE | $13,318 | $9,491+40.3% | $7,997+66.5% | $5,535+140.6% |
| Admin fee / account holder | $109 | $176-37.9% | $13,435-99.2% | $292-62.6% |