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) | $413,195 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$409,859 |
Form 5500 reported that benefits due were not provided when due.
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 | $253,600 | $145,877+73.8% | $150,045+69.0% | $102,872+146.5% |
| Participation rate | 99.3% | 79.8%+19.4pp | 82.3%+17.0pp | 73.0%+26.3pp |
| Annual return | 18.21% | 21.37%-3.2pp | 62.55%-44.3pp | 19.06%-0.9pp |
| Employer contribution / active EE | $6,732 | $4,710+42.9% | $4,693+43.4% | $3,526+90.9% |
| Participant deferral / active EE | $13,426 | $9,491+41.5% | $7,997+67.9% | $5,535+142.6% |
| Admin fee / account holder | $49 | $176-72.3% | $13,435-99.6% | $292-83.3% |