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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $239,283 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $978,930 | $81,357+1103.3% | $75,972+1188.5% | $199,593+390.5% |
| Participation rate | 97.9% | 69.9%+28.0pp | 69.1%+28.9pp | 72.0%+26.0pp |
| Annual return | 16.89% | 16.32%+0.6pp | 359.55%-342.7pp | 34.25%-17.4pp |
| Employer contribution / active EE | $53,492 | $3,341+1501.3% | $2,685+1892.3% | $3,034+1662.9% |
| Participant deferral / active EE | $3,370 | $4,710-28.5% | $4,255-20.8% | $5,087-33.7% |
| Admin fee / account holder | $103 | $144-28.4% | $6,467-98.4% | $269-61.5% |