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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,681 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $103,692 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $65,000 |
Service code 10 · EIN 95-4345526 | Accounting | $17,000 |
STOWE & DEGON, LLC10+ years Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $15,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $256,812 | $128,899+99.2% | $113,168+126.9% | $102,872+149.6% |
| Participation rate | 94.8% | 87.0%+7.7pp | 76.6%+18.2pp | 73.0%+21.7pp |
| Annual return | 19.72% | 15.88%+3.8pp | 24.27%-4.6pp | 19.06%+0.7pp |
| Employer contribution / active EE | $4,926 | $3,713+32.7% | $2,975+65.6% | $3,526+39.7% |
| Participant deferral / active EE | $16,737 | $6,787+146.6% | $5,107+227.7% | $5,535+202.4% |
| Admin fee / account holder | $178 | $129+37.8% | $12,068-98.5% | $292-39.0% |