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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $226,700 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $112,403 |
RBC WEALTH MANAGEMENT10+ years Filed as: RBC WEALTH MANAGEMEN Service code 10 · EIN 41-1416330 | Accounting | $76,000 |
CLARK NUBER11+ years Service code 10 · EIN 91-1194016 | Accounting | $29,096 |
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 | $298,725 | $145,877+104.8% | $150,045+99.1% | $102,872+190.4% |
| Participation rate | 90.8% | 79.8%+11.0pp | 82.3%+8.5pp | 73.0%+17.8pp |
| Annual return | 19.23% | 21.37%-2.1pp | 62.55%-43.3pp | 19.06%+0.2pp |
| Employer contribution / active EE | $3,826 | $4,710-18.8% | $4,693-18.5% | $3,526+8.5% |
| Participant deferral / active EE | $21,609 | $9,491+127.7% | $7,997+170.2% | $5,535+290.4% |
| Admin fee / account holder | $108 | $176-38.8% | $13,435-99.2% | $292-63.2% |