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) | $17,358 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$119,029 |
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 | $227,543 | $82,917+174.4% | $103,333+120.2% | $77,643+193.1% |
| Participation rate | 92.2% | 71.6%+20.6pp | 74.5%+17.7pp | 70.6%+21.6pp |
| Annual return | 20.30% | 19.13%+1.2pp | 24.88%-4.6pp | 31.24%-10.9pp |
| Employer contribution / active EE | $12,334 | $3,552+247.3% | $3,868+218.9% | $2,726+352.5% |
| Participant deferral / active EE | $9,717 | $4,108+136.5% | $5,057+92.1% | $4,647+109.1% |
| Admin fee / account holder | -$271 | $638-142.5% | $8,355-103.2% | $430-163.0% |