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 Filed as: STRATEGIC ADVISERS, LLC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,645 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$43,505 |
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 | $919,247 | $119,446+669.6% | $150,045+512.6% | $85,563+974.4% |
| Participation rate | 96.5% | 75.4%+21.1pp | 82.3%+14.2pp | 66.0%+30.5pp |
| Annual return | 18.10% | 23.72%-5.6pp | 62.55%-44.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $39,585 | $4,078+870.7% | $4,693+743.5% | $2,654+1391.8% |
| Participant deferral / active EE | $9,682 | $7,985+21.3% | $7,997+21.1% | $4,375+121.3% |
| Admin fee / account holder | -$10 | $548-101.9% | $13,435-100.1% | $834-101.2% |