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) | $14,669 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$46,101 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,908 | $80,724+39.9% | $103,333+9.3% | $74,495+51.6% |
| Participation rate | 99.0% | 65.7%+33.3pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 12.99% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,901 | $3,860+156.5% | $5,057+95.8% | $4,346+127.8% |
| Admin fee / account holder | -$96 | $2,368-104.1% | $8,355-101.2% | $1,942-105.0% |