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 | $71,964+63.1% | $167,512-29.9% | $85,563+37.2% |
| Participation rate | 96.1% | 61.0%+35.2pp | 77.1%+19.1pp | 66.0%+30.2pp |
| Annual return | 16.88% | 18.83%-1.9pp | 1615.79%-1598.9pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,500 | $1,875+33.4% | $3,882-35.6% | $2,654-5.8% |
| Participant deferral / active EE | $9,075 | $4,110+120.8% | $6,405+41.7% | $4,375+107.4% |
| Admin fee / account holder | $113 | $815-86.1% | $9,769-98.8% | $834-86.5% |