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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,282 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $62,500 |
BOWMAN & COMPANY LLP2 years Filed as: BOWMAN& COMPANY, LLP Service code 10 · EIN 94-1481988 | Accounting | $11,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$312,426 |
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 | $775,776 | $50,815+1426.7% | $155,509+398.9% | $77,643+899.2% |
| Participation rate | 92.4% | 63.1%+29.3pp | 78.2%+14.2pp | 70.6%+21.8pp |
| Annual return | 23.82% | 34.80%-11.0pp | 64.67%-40.8pp | 31.24%-7.4pp |
| Employer contribution / active EE | $28,277 | $1,993+1319.1% | $4,672+505.2% | $2,726+937.4% |
| Participant deferral / active EE | $19,900 | $2,822+605.2% | $5,626+253.7% | $4,647+328.2% |
| Admin fee / account holder | -$245 | $437-156.0% | $15,912-101.5% | $430-156.9% |