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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,265 |
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,431 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $290,164 | $91,407+217.4% | $135,903+113.5% | $71,457+306.1% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 5.16% | 29.90%-24.7pp | 68.23%-63.1pp | 28.85%-23.7pp |
| Employer contribution / active EE | $5,919 | $3,703+59.8% | $4,856+21.9% | $2,588+128.8% |
| Participant deferral / active EE | $12,409 | $7,092+75.0% | $7,758+60.0% | $4,289+189.3% |
| Admin fee / account holder | $34 | $1,266-97.3% | $10,762-99.7% | $1,587-97.8% |