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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,611 |
Filed as: FIDELITY INVESTMENT INST OPS. Service code 37 · EIN 04-2647786 | Loan Processing | $34,741 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $12,900 |
OCTOBER THREE CONSULTING LLC8 years Filed as: OCTOBER THREE CONSULTING Service code 10 · EIN 27-1175487 | Accounting | $11,193 |
Service code 60 | Sub-TA Fees | $0 |
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 | $392,911 | $106,028+270.6% | $146,958+167.4% | $77,643+406.0% |
| Participation rate | 93.9% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 18.33% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $12,606 | $4,063+210.3% | $4,933+155.6% | $2,726+362.5% |
| Participant deferral / active EE | $14,127 | $7,990+76.8% | $8,070+75.1% | $4,647+204.0% |
| Admin fee / account holder | $70 | $337-79.3% | $12,998-99.5% | $430-83.8% |