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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $221,543 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALLAN BILLER AND ASS Service code 16 · EIN 94-2854958 | Consulting | $12,563 |
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 | $285,602 | $107,624+165.4% | $76,735+272.2% | $103,975+174.7% |
| Participation rate | 93.6% | 70.3%+23.3pp | 69.5%+24.1pp | 72.5%+21.1pp |
| Annual return | 18.05% | 17.70%+0.3pp | 29.77%-11.7pp | 19.41%-1.4pp |
| Employer contribution / active EE | $4,164 | $4,589-9.3% | $2,454+69.7% | $3,722+11.9% |
| Participant deferral / active EE | $13,578 | $4,279+217.3% | $4,088+232.1% | $5,343+154.1% |
| Admin fee / account holder | $125 | $271-53.8% | $7,189-98.3% | $332-62.4% |