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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,655,111 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $834,913 |
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 | $198,215 | $140,769+40.8% | $101,326+95.6% | $140,769+40.8% |
| Participation rate | 99.1% | 74.2%+24.9pp | 81.5%+17.6pp | 74.2%+24.9pp |
| Annual return | 20.92% | 16.82%+4.1pp | 36.82%-15.9pp | 16.82%+4.1pp |
| Employer contribution / active EE | $7,291 | $3,906+86.7% | $3,665+98.9% | $3,906+86.7% |
| Participant deferral / active EE | $21,954 | $6,717+226.9% | $7,994+174.6% | $6,717+226.9% |
| Admin fee / account holder | $37 | $229-83.9% | $11,185-99.7% | $229-83.9% |