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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,278 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$23,370 |
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 | $565,647 | $88,360+540.2% | $145,433+288.9% | $67,986+732.0% |
| Participation rate | 80.5% | 65.5%+15.0pp | 82.1%-1.6pp | 57.2%+23.3pp |
| Annual return | 21.65% | 63.15%-41.5pp | 66.58%-44.9pp | 31.67%-10.0pp |
| Employer contribution / active EE | $11,280 | $3,054+269.4% | $4,554+147.7% | $2,019+458.8% |
| Participant deferral / active EE | $12,080 | $5,932+103.6% | $7,897+53.0% | $3,358+259.7% |
| Admin fee / account holder | -$103 | $3,313-103.1% | $13,129-100.8% | $3,203-103.2% |