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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $106,164 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,760 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $19,200 |
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 | $262,647 | $123,077+113.4% | $116,228+126.0% | $102,872+155.3% |
| Participation rate | 95.4% | 87.0%+8.4pp | 74.6%+20.8pp | 73.0%+22.4pp |
| Annual return | 17.33% | 15.84%+1.5pp | 90.06%-72.7pp | 19.06%-1.7pp |
| Employer contribution / active EE | $12,899 | $4,380+194.5% | $2,994+330.8% | $3,526+265.8% |
| Participant deferral / active EE | $19,946 | $6,746+195.7% | $4,953+302.7% | $5,535+260.4% |
| Admin fee / account holder | $87 | $115-24.4% | $11,989-99.3% | $292-70.1% |