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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,168 |
CITRIN COOPERMAN9 years Service code 10 · EIN 22-2428965 | Accounting | $33,075 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,418 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$39,024 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,945 | $145,877+192.7% | $150,045+184.5% | $102,872+315.0% |
| Participation rate | 89.8% | 79.8%+10.0pp | 82.3%+7.5pp | 73.0%+16.8pp |
| Annual return | 61.23% | 21.37%+39.9pp | 62.55%-1.3pp | 19.06%+42.2pp |
| Employer contribution / active EE | $6,178 | $4,710+31.2% | $4,693+31.6% | $3,526+75.2% |
| Participant deferral / active EE | $16,808 | $9,491+77.1% | $7,997+110.2% | $5,535+203.7% |
| Admin fee / account holder | $25 | $176-86.1% | $13,435-99.8% | $292-91.6% |