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) | $27,276 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $19,634 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,200 |
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 | $298,445 | $81,474+266.3% | $133,956+122.8% | $73,488+306.1% |
| Participation rate | 97.9% | 76.4%+21.6pp | 79.8%+18.1pp | 70.7%+27.2pp |
| Annual return | 13.15% | 19.40%-6.3pp | 45.09%-31.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $11,010 | $2,209+398.3% | $3,919+181.0% | $2,270+385.0% |
| Participant deferral / active EE | $7,603 | $3,786+100.8% | $5,048+50.6% | $3,740+103.3% |
| Admin fee / account holder | $190 | $713-73.3% | $8,927-97.9% | $513-63.0% |