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) | $447,116 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $176,359 |
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 | $144,036 | $159,391-9.6% | $102,423+40.6% | $99,062+45.4% |
| Participation rate | 97.5% | 88.6%+8.9pp | 76.5%+21.0pp | 71.6%+25.9pp |
| Annual return | 17.85% | 19.03%-1.2pp | 29.32%-11.5pp | 17.66%+0.2pp |
| Employer contribution / active EE | $3,887 | $4,207-7.6% | $3,023+28.6% | $3,262+19.2% |
| Participant deferral / active EE | $15,952 | $7,498+112.7% | $5,053+215.7% | $5,331+199.2% |
| Admin fee / account holder | $59 | $159-62.6% | $9,451-99.4% | $109-45.4% |