Filed August 30, 2023
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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,392 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,262 |
KKDLY LLC2 years Service code 10 · EIN 99-0292355 | Accounting | $19,895 |
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 | $140,482 | $48,698+188.5% | $93,606+50.1% | $199,593-29.6% |
| Participation rate | 88.8% | 63.5%+25.3pp | 68.7%+20.1pp | 72.0%+16.9pp |
| Annual return | 14.14% | 15.34%-1.2pp | 133.20%-119.1pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,595 | $1,135+128.6% | $2,420+7.2% | $3,034-14.5% |
| Participant deferral / active EE | $8,024 | $2,817+184.9% | $4,411+81.9% | $5,087+57.7% |
| Admin fee / account holder | $83 | $195-57.7% | $8,285-99.0% | $269-69.3% |