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) | $133,837 |
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 | $426,741 | $81,357+424.5% | $75,972+461.7% | $199,593+113.8% |
| Participation rate | 96.4% | 69.9%+26.5pp | 69.1%+27.3pp | 72.0%+24.4pp |
| Annual return | 18.35% | 16.32%+2.0pp | 359.55%-341.2pp | 34.25%-15.9pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $21,122 | $4,710+348.4% | $4,255+396.4% | $5,087+315.2% |
| Admin fee / account holder | $41 | $144-71.3% | $6,467-99.4% | $269-84.6% |