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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,289 |
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $289,763 | $84,487+243.0% | $125,339+131.2% | $66,914+333.0% |
| Participation rate | 98.6% | 76.4%+22.2pp | 82.4%+16.3pp | 69.8%+28.8pp |
| Annual return | -10.72% | -8.39%-2.3pp | 572.05%-582.8pp | 1.58%-12.3pp |
| Employer contribution / active EE | $5,620 | $3,553+58.2% | $4,814+16.8% | $2,544+120.9% |
| Participant deferral / active EE | $12,340 | $6,781+82.0% | $7,446+65.7% | $4,237+191.2% |
| Admin fee / account holder | $33 | $685-95.2% | $10,010-99.7% | $593-94.4% |