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) | $107,488 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,292 |
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 | $305,140 | $160,882+89.7% | $200,582+52.1% | $102,872+196.6% |
| Participation rate | 99.0% | 91.2%+7.8pp | 86.9%+12.1pp | 73.0%+26.0pp |
| Annual return | 18.44% | 18.15%+0.3pp | 42.33%-23.9pp | 19.06%-0.6pp |
| Employer contribution / active EE | $16,868 | $5,602+201.1% | $6,419+162.8% | $3,526+378.3% |
| Participant deferral / active EE | $18,373 | $9,300+97.6% | $9,331+96.9% | $5,535+232.0% |
| Admin fee / account holder | $98 | $125-21.3% | $16,305-99.4% | $292-66.4% |