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) | $370,044 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $346,717 |
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 | $130,777 | $67,679+93.2% | $155,509-15.9% | $99,062+32.0% |
| Participation rate | 96.4% | 67.2%+29.2pp | 78.2%+18.2pp | 71.6%+24.8pp |
| Annual return | 14.30% | 16.16%-1.9pp | 64.67%-50.4pp | 17.66%-3.4pp |
| Employer contribution / active EE | $5,140 | $2,268+126.6% | $4,672+10.0% | $3,262+57.6% |
| Participant deferral / active EE | $9,112 | $3,828+138.0% | $5,626+62.0% | $5,331+70.9% |
| Admin fee / account holder | $95 | $94+1.7% | $15,912-99.4% | $109-12.6% |