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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,068 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$34,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,436 | $95,274+56.8% | $135,903+10.0% | $74,419+100.8% |
| Participation rate | 94.3% | 78.2%+16.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 23.60% | 32.77%-9.2pp | 68.23%-44.6pp | 34.38%-10.8pp |
| Employer contribution / active EE | $2,835 | $3,874-26.8% | $4,856-41.6% | $2,637+7.5% |
| Participant deferral / active EE | $11,061 | $7,782+42.1% | $7,758+42.6% | $4,528+144.3% |
| Admin fee / account holder | $7 | $266-97.4% | $10,762-99.9% | $348-98.0% |