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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,689 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$113,064 |
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 | $250,561 | $129,095+94.1% | $184,200+36.0% | $77,671+222.6% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.6pp |
| Annual return | 19.86% | 33.29%-13.4pp | 28.80%-8.9pp | 31.21%-11.3pp |
| Employer contribution / active EE | $14,457 | $4,410+227.8% | $6,424+125.0% | $2,726+430.2% |
| Participant deferral / active EE | $14,610 | $7,300+100.1% | $9,132+60.0% | $4,648+214.3% |
| Admin fee / account holder | $62 | $256-75.9% | $13,907-99.6% | $430-85.7% |