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 9-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 |
|---|---|---|
FID INV INST OPS CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,012,921 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $202,860 |
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 | $53,422 | $73,283-27.1% | $155,567-65.7% | $106,408-49.8% |
| Participation rate | 84.5% | 73.3%+11.2pp | 78.2%+6.3pp | 69.9%+14.6pp |
| Annual return | 19.12% | 15.76%+3.4pp | 64.74%-45.6pp | 17.37%+1.8pp |
| Employer contribution / active EE | $1,815 | $2,241-19.0% | $4,674-61.2% | $3,361-46.0% |
| Participant deferral / active EE | $3,793 | $4,567-16.9% | $5,628-32.6% | $5,567-31.9% |
| Admin fee / account holder | $64 | $56+14.0% | $15,916-99.6% | $79-19.5% |