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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $951,620 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,508 |
COOK STREET CONSULTING7 years Service code 16 · EIN 84-0854432 | Consulting | $57,005 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 16 · EIN 11-3658445 | Consulting | $19,572 |
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 | $99,368 | $167,668-40.7% | $100,391-1.0% | $106,382-6.6% |
| Participation rate | 90.1% | 87.6%+2.6pp | 81.5%+8.6pp | 69.9%+20.2pp |
| Annual return | 107.57% | 18.33%+89.2pp | 49.20%+58.4pp | 17.37%+90.2pp |
| Employer contribution / active EE | $2,930 | $4,908-40.3% | $3,942-25.7% | $3,364-12.9% |
| Participant deferral / active EE | $5,077 | $11,427-55.6% | $8,082-37.2% | $5,569-8.8% |
| Admin fee / account holder | $59 | $94-36.9% | $7,899-99.3% | $79-25.3% |