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 | $43,536 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,326 |
HCVT1 year Service code 10 · EIN 95-4345526 | Accounting | $23,738 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $12,500 |
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 | $191,312 | $145,877+31.1% | $150,045+27.5% | $102,872+86.0% |
| Participation rate | 89.0% | 79.8%+9.2pp | 82.3%+6.7pp | 73.0%+16.0pp |
| Annual return | 15.70% | 21.37%-5.7pp | 62.55%-46.9pp | 19.06%-3.4pp |
| Employer contribution / active EE | $3,464 | $4,710-26.5% | $4,693-26.2% | $3,526-1.8% |
| Participant deferral / active EE | $13,996 | $9,491+47.5% | $7,997+75.0% | $5,535+152.9% |
| Admin fee / account holder | $68 | $176-61.1% | $13,435-99.5% | $292-76.6% |