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 9-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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,335 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$16,694 |
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 | $182,419 | $95,274+91.5% | $135,903+34.2% | $74,419+145.1% |
| Participation rate | 91.5% | 78.2%+13.3pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 24.42% | 32.77%-8.4pp | 68.23%-43.8pp | 34.38%-10.0pp |
| Employer contribution / active EE | $3,683 | $3,874-4.9% | $4,856-24.2% | $2,637+39.6% |
| Participant deferral / active EE | $10,957 | $7,782+40.8% | $7,758+41.2% | $4,528+142.0% |
| Admin fee / account holder | $19 | $266-92.9% | $10,762-99.8% | $348-94.6% |