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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,553 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,581 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $335,389 | $55,472+504.6% | $155,567+115.6% | $74,546+349.9% |
| Participation rate | 91.7% | 61.9%+29.8pp | 78.2%+13.5pp | 67.2%+24.5pp |
| Annual return | 13.69% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $9,655 | $2,269+325.5% | $4,674+106.6% | $2,624+267.9% |
| Participant deferral / active EE | $8,790 | $2,838+209.7% | $5,628+56.2% | $4,347+102.2% |
| Admin fee / account holder | $77 | $1,743-95.6% | $15,916-99.5% | $1,944-96.0% |