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 |
|---|---|---|
HAROLD R KELLMAN2 years Filed as: HAROLD R. KELLMAN Service code 26 · EIN 10-8384042 | Advisory (Participants) | $165,930 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,354 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $36,750 |
WEALTH ARCHITECTS1 year Filed as: WEALTH ARCHITECTS LLC Service code 26 · EIN 20-3052198 | Advisory (Participants) | $7,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,658 |
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 | $345,524 | $120,450+186.9% | $159,436+116.7% | $93,030+271.4% |
| Participation rate | 89.4% | 78.0%+11.5pp | 82.8%+6.6pp | 73.9%+15.5pp |
| Annual return | 16.99% | 27.11%-10.1pp | 263.57%-246.6pp | 158.70%-141.7pp |
| Employer contribution / active EE | $7,867 | $3,526+123.1% | $4,829+62.9% | $2,706+190.8% |
| Participant deferral / active EE | $13,705 | $7,283+88.2% | $7,352+86.4% | $4,562+200.4% |
| Admin fee / account holder | $114 | $137-16.8% | $10,799-98.9% | $152-25.0% |