Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MUTUAL ADVISORS LLC3 years Filed as: MUTUAL ADVISORS, LLC Service code 27 · EIN 27-1193779 | Advisory (Plan) | $21,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,563 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,248 | $89,465+5.3% | $164,866-42.8% | $77,671+21.3% |
| Participation rate | 91.3% | 78.6%+12.6pp | 78.6%+12.7pp | 70.6%+20.7pp |
| Annual return | 16.08% | 28.81%-12.7pp | 69.97%-53.9pp | 31.21%-15.1pp |
| Employer contribution / active EE | $2,030 | $2,568-20.9% | $4,343-53.2% | $2,726-25.5% |
| Participant deferral / active EE | $5,700 | $4,897+16.4% | $6,033-5.5% | $4,648+22.6% |
| Admin fee / account holder | $72 | $340-78.9% | $12,689-99.4% | $430-83.4% |