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 |
|---|---|---|
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $305,886 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $295,300 |
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 | $1,117,027 | $107,624+937.9% | $76,735+1355.7% | $103,975+974.3% |
| Participation rate | 95.8% | 70.3%+25.5pp | 69.5%+26.3pp | 72.5%+23.3pp |
| Annual return | 16.51% | 17.70%-1.2pp | 29.77%-13.3pp | 19.41%-2.9pp |
| Employer contribution / active EE | $57,057 | $4,589+1143.4% | $2,454+2224.8% | $3,722+1432.8% |
| Participant deferral / active EE | $3,804 | $4,279-11.1% | $4,088-6.9% | $5,343-28.8% |
| Admin fee / account holder | $139 | $271-48.7% | $7,189-98.1% | $332-58.2% |