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) | $25,579 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,909 | $101,499+54.6% | $147,005+6.7% | $74,546+110.5% |
| Participation rate | 80.9% | 75.5%+5.4pp | 82.2%-1.2pp | 67.2%+13.7pp |
| Annual return | 15.20% | 8732.34%-8717.1pp | 418.76%-403.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $3,040 | $3,811-20.2% | $4,934-38.4% | $2,624+15.8% |
| Participant deferral / active EE | $11,940 | $7,304+63.5% | $8,070+48.0% | $4,347+174.6% |
| Admin fee / account holder | $111 | $1,748-93.7% | $13,006-99.1% | $1,944-94.3% |