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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,926 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $20,063 |
MOSS ADAMS LLP4 years Service code 16 · EIN 91-0189318 | Consulting | $18,900 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,263 |
Annual investment return 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 | $119,989 | $89,241+34.5% | $134,172-10.6% | $79,634+50.7% |
| Participation rate | 93.1% | 47.1%+46.0pp | 72.5%+20.7pp | 62.5%+30.7pp |
| Annual return | 11.95% | 16.69%-4.7pp | 25.30%-13.3pp | 36.46%-24.5pp |
| Employer contribution / active EE | $1,429 | $1,634-12.5% | $3,420-58.2% | $2,529-43.5% |
| Participant deferral / active EE | $7,568 | $2,288+230.8% | $4,690+61.4% | $3,835+97.4% |
| Admin fee / account holder | $238 | $1,359-82.5% | $12,016-98.0% | $1,002-76.2% |