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 |
|---|---|---|
THOMPSON HINE11+ years Service code 29 · EIN 34-0575300 | Legal | $278,384 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,117 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $52,250 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $44,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$880,203 |
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 | $268,569 | $160,882+66.9% | $200,582+33.9% | $102,872+161.1% |
| Participation rate | 95.8% | 91.2%+4.6pp | 86.9%+8.9pp | 73.0%+22.8pp |
| Annual return | 79.54% | 18.15%+61.4pp | 42.33%+37.2pp | 19.06%+60.5pp |
| Employer contribution / active EE | $4,271 | $5,602-23.8% | $6,419-33.5% | $3,526+21.1% |
| Participant deferral / active EE | $10,591 | $9,300+13.9% | $9,331+13.5% | $5,535+91.4% |
| Admin fee / account holder | -$87 | $125-169.7% | $16,305-100.5% | $292-129.7% |