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) | $99,893 |
MOSS ADAMS LLP11+ years Service code 10 · EIN 91-0189318 | Accounting | $23,625 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY Service code 10 · EIN 30-1413443 | Accounting | $7,875 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$79,039 |
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 | $344,242 | $128,899+167.1% | $113,168+204.2% | $102,872+234.6% |
| Participation rate | 80.7% | 87.0%-6.3pp | 76.6%+4.2pp | 73.0%+7.7pp |
| Annual return | 17.31% | 15.88%+1.4pp | 24.27%-7.0pp | 19.06%-1.7pp |
| Employer contribution / active EE | $6,839 | $3,713+84.2% | $2,975+129.9% | $3,526+93.9% |
| Participant deferral / active EE | $13,131 | $6,787+93.5% | $5,107+157.1% | $5,535+137.2% |
| Admin fee / account holder | $35 | $129-72.9% | $12,068-99.7% | $292-88.0% |