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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,690 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$235,755 |
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 | $331,905 | $160,882+106.3% | $200,582+65.5% | $102,872+222.6% |
| Participation rate | 98.0% | 91.2%+6.8pp | 86.9%+11.1pp | 73.0%+25.0pp |
| Annual return | 18.67% | 18.15%+0.5pp | 42.33%-23.7pp | 19.06%-0.4pp |
| Employer contribution / active EE | $4,992 | $5,602-10.9% | $6,419-22.2% | $3,526+41.5% |
| Participant deferral / active EE | $33,625 | $9,300+261.6% | $9,331+260.4% | $5,535+507.5% |
| Admin fee / account holder | -$47 | $125-137.8% | $16,305-100.3% | $292-116.1% |