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 |
|---|---|---|
VERUS11+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $55,750 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,678 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,366 |
CLARK NUBER6 years Service code 10 · EIN 91-1194016 | Accounting | $25,200 |
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 | $183,167 | $108,719+68.5% | $101,326+80.8% | $85,563+114.1% |
| Participation rate | 77.1% | 80.9%-3.8pp | 81.5%-4.4pp | 66.0%+11.1pp |
| Annual return | 16.56% | 20.95%-4.4pp | 36.82%-20.3pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,172 | $3,114-62.4% | $3,665-68.0% | $2,654-55.8% |
| Participant deferral / active EE | $6,711 | $8,545-21.5% | $7,994-16.0% | $4,375+53.4% |
| Admin fee / account holder | $168 | $685-75.4% | $11,185-98.5% | $834-79.8% |