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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,707 |
HBME LLC5 years Service code 10 · EIN 82-4439676 | Accounting | $9,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$42,455 |
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 | $219,729 | $100,923+117.7% | $150,045+46.4% | $74,304+195.7% |
| Participation rate | 83.7% | 70.1%+13.6pp | 82.3%+1.4pp | 60.3%+23.4pp |
| Annual return | 18.64% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $9,150 | $3,463+164.2% | $4,693+95.0% | $2,241+308.3% |
| Participant deferral / active EE | $10,908 | $6,709+62.6% | $7,997+36.4% | $3,767+189.5% |
| Admin fee / account holder | -$88 | $2,767-103.2% | $13,435-100.7% | $2,969-103.0% |