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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,042 |
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 | $465,916 | $107,624+332.9% | $76,735+507.2% | $103,975+348.1% |
| Participation rate | 95.9% | 70.3%+25.6pp | 69.5%+26.4pp | 72.5%+23.4pp |
| Annual return | 16.73% | 17.70%-1.0pp | 29.77%-13.0pp | 19.41%-2.7pp |
| Employer contribution / active EE | $0 | $4,589-100.0% | $2,454-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $21,792 | $4,279+409.3% | $4,088+433.1% | $5,343+307.9% |
| Admin fee / account holder | $57 | $271-78.9% | $7,189-99.2% | $332-82.8% |