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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,274 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,273 |
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 | $106,650 | $82,917+28.6% | $103,333+3.2% | $77,643+37.4% |
| Participation rate | 94.0% | 71.6%+22.5pp | 74.5%+19.5pp | 70.6%+23.5pp |
| Annual return | 19.86% | 19.13%+0.7pp | 24.88%-5.0pp | 31.24%-11.4pp |
| Employer contribution / active EE | $3,571 | $3,552+0.5% | $3,868-7.7% | $2,726+31.0% |
| Participant deferral / active EE | $9,928 | $4,108+141.6% | $5,057+96.3% | $4,647+113.6% |
| Admin fee / account holder | $35 | $638-94.4% | $8,355-99.6% | $430-91.8% |