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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,538 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,294 |
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 | $117,372 | $65,904+78.1% | $160,784-27.0% | $79,634+47.4% |
| Participation rate | 96.1% | 56.2%+39.9pp | 77.0%+19.2pp | 62.5%+33.6pp |
| Annual return | 16.88% | 20.16%-3.3pp | 1803.92%-1787.0pp | 36.46%-19.6pp |
| Employer contribution / active EE | $2,500 | $1,805+38.5% | $3,733-33.0% | $2,529-1.1% |
| Participant deferral / active EE | $9,075 | $3,692+145.8% | $6,293+44.2% | $3,835+136.7% |
| Admin fee / account holder | $113 | $965-88.3% | $9,717-98.8% | $1,002-88.7% |