See peer percentile detail. $4.99 for your first month.
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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 16 · EIN 04-2654524 | Consulting | $200,850 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $156,305 |
Filed as: WILLIS TOWERS WATSON Service code 16 800 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Consulting | $101,212 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $87,550 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $21,630 |
Filed as: FIDELITY INC INST OPS CO LLC Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPS CO 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 | $290,524 | $122,693+136.8% | $184,203+57.7% | $199,593+45.6% |
| Participation rate | 99.2% | 86.8%+12.4pp | 86.8%+12.3pp | 72.0%+27.2pp |
| Annual return | 18.57% | 143.91%-125.3pp | 28.81%-10.2pp | 34.25%-15.7pp |
| Employer contribution / active EE | $4,132 | $4,584-9.9% | $6,427-35.7% | $3,034+36.2% |
| Participant deferral / active EE | $15,220 | $7,990+90.5% | $9,131+66.7% | $5,087+199.2% |
| Admin fee / account holder | $153 | $121+26.6% | $13,901-98.9% | $269-43.2% |