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 | $94,876+391.1% | $82,389+465.5% | $102,872+352.9% |
| Participation rate | 95.9% | 70.6%+25.4pp | 69.5%+26.4pp | 73.0%+22.9pp |
| Annual return | 16.73% | 17.83%-1.1pp | 28.67%-11.9pp | 19.06%-2.3pp |
| Employer contribution / active EE | $0 | $3,789-100.0% | $2,517-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $21,792 | $4,496+384.7% | $4,155+424.5% | $5,535+293.7% |
| Admin fee / account holder | $57 | $214-73.3% | $7,231-99.2% | $292-80.4% |