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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,243 |
KMH LLP10+ years Service code 10 · EIN 42-1539623 | Accounting | $13,781 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,749 |
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 | $97,917 | $81,625+20.0% | $167,512-41.5% | $74,304+31.8% |
| Participation rate | 71.6% | 60.0%+11.6pp | 77.1%-5.4pp | 60.3%+11.3pp |
| Annual return | 17.30% | 26.09%-8.8pp | 1615.79%-1598.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,447 | $2,010-28.0% | $3,882-62.7% | $2,241-35.4% |
| Participant deferral / active EE | $5,798 | $4,115+40.9% | $6,405-9.5% | $3,767+53.9% |
| Admin fee / account holder | $159 | $3,474-95.4% | $9,769-98.4% | $2,969-94.7% |