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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,756 |
Filed as: FIDELITY INVESTMENT INST OPS. Service code 37 · EIN 04-2647786 | Loan Processing | $21,278 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $298,874 | $82,202+263.6% | $125,339+138.5% | $64,808+361.2% |
| Participation rate | 89.5% | 77.9%+11.6pp | 82.4%+7.1pp | 71.5%+18.1pp |
| Annual return | -19.66% | 3.48%-23.1pp | 572.05%-591.7pp | 32.82%-52.5pp |
| Employer contribution / active EE | $10,694 | $3,615+195.8% | $4,814+122.2% | $2,506+326.8% |
| Participant deferral / active EE | $11,715 | $7,175+63.3% | $7,446+57.3% | $4,310+171.8% |
| Admin fee / account holder | $64 | $163-60.5% | $10,010-99.4% | $188-65.7% |