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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,526 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $5,808 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,762 | $86,891+64.3% | $142,449+0.2% | $75,163+89.9% |
| Participation rate | 98.9% | 68.5%+30.4pp | 76.8%+22.1pp | 67.2%+31.7pp |
| Annual return | 20.28% | 23.31%-3.0pp | 19.99%+0.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $9,700 | $3,355+189.1% | $4,847+100.1% | $2,670+263.3% |
| Participant deferral / active EE | $12,625 | $4,938+155.7% | $6,283+100.9% | $4,125+206.0% |
| Admin fee / account holder | $47 | $7,299-99.4% | $10,011-99.5% | $5,651-99.2% |