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) | $128,853 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $46,883 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$569,300 |
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 | $439,321 | $145,877+201.2% | $150,045+192.8% | $102,872+327.1% |
| Participation rate | 90.6% | 79.8%+10.7pp | 82.3%+8.3pp | 73.0%+17.6pp |
| Annual return | 19.64% | 21.37%-1.7pp | 62.55%-42.9pp | 19.06%+0.6pp |
| Employer contribution / active EE | $16,319 | $4,710+246.5% | $4,693+247.7% | $3,526+362.8% |
| Participant deferral / active EE | $15,167 | $9,491+59.8% | $7,997+89.7% | $5,535+174.0% |
| Admin fee / account holder | $136 | $176-22.8% | $13,435-99.0% | $292-53.5% |