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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,268 |
MPC CAPITAL ADVISORS LLC6 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $53,520 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $19,950 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$167,901 |
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 | $398,266 | $122,259+225.8% | $147,005+170.9% | $199,768+99.4% |
| Participation rate | 88.2% | 78.3%+9.9pp | 82.2%+6.0pp | 72.0%+16.1pp |
| Annual return | 18.35% | 30.58%-12.2pp | 418.76%-400.4pp | 34.26%-15.9pp |
| Employer contribution / active EE | $6,563 | $4,097+60.2% | $4,934+33.0% | $3,037+116.1% |
| Participant deferral / active EE | $13,143 | $8,504+54.5% | $8,070+62.9% | $5,090+158.2% |
| Admin fee / account holder | -$8 | $179-104.7% | $13,006-100.1% | $269-103.1% |