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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $99,163 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,188 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,953 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $113,619 | $88,890+27.8% | $102,423+10.9% | $77,643+46.3% |
| Participation rate | 94.6% | 80.9%+13.7pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 11.47% | 24.98%-13.5pp | 29.32%-17.8pp | 31.24%-19.8pp |
| Employer contribution / active EE | $3,622 | $2,698+34.3% | $3,023+19.8% | $2,726+32.9% |
| Participant deferral / active EE | $6,835 | $5,145+32.8% | $5,053+35.3% | $4,647+47.1% |
| Admin fee / account holder | $265 | $235+12.6% | $9,451-97.2% | $430-38.4% |