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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $358,974 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $167,596 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $71,648 |
RUDD & COMPANY PLLC3 years Filed as: RUDD & COMPANY, PLLC Service code 10 · EIN 82-0467399 | Accounting | $22,239 |
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 | $211,728 | $188,991+12.0% | $103,476+104.6% | $199,593+6.1% |
| Participation rate | 91.4% | 93.2%-1.8pp | 80.5%+10.9pp | 72.0%+19.4pp |
| Annual return | 19.91% | 15.75%+4.2pp | 23.90%-4.0pp | 34.25%-14.3pp |
| Employer contribution / active EE | $9,905 | $6,583+50.5% | $4,672+112.0% | $3,034+226.5% |
| Participant deferral / active EE | $13,964 | $10,334+35.1% | $6,623+110.9% | $5,087+174.5% |
| Admin fee / account holder | $202 | $114+76.6% | $9,413-97.9% | $269-24.8% |