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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,219 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $188 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,173 | $176,662-47.8% | $130,648-29.4% | $152,861-39.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 22.83% | 2692.24%-2669.4pp | 1708.96%-1686.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $4,335 | $5,742-24.5% | $4,092+5.9% | $4,762-9.0% |
| Participant deferral / active EE | $9,801 | $4,361+124.7% | $3,603+172.0% | $5,850+67.5% |
| Admin fee / account holder | $14 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |