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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,384 |
Filed as: FIDELITY INVEST INST OPS CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $6,000 |
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 | $291,667 | $95,274+206.1% | $135,903+114.6% | $74,419+291.9% |
| Participation rate | 99.6% | 78.2%+21.5pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 20.28% | 32.77%-12.5pp | 68.23%-48.0pp | 34.38%-14.1pp |
| Employer contribution / active EE | $2,669 | $3,874-31.1% | $4,856-45.0% | $2,637+1.2% |
| Participant deferral / active EE | $16,174 | $7,782+107.8% | $7,758+108.5% | $4,528+257.2% |
| Admin fee / account holder | $118 | $266-55.5% | $10,762-98.9% | $348-66.0% |