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) | $21,568 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,047 | $56,102+30.2% | $101,794-28.2% | $102,872-29.0% |
| Participation rate | 19.6% | 70.4%-50.7pp | 69.2%-49.6pp | 73.0%-53.4pp |
| Annual return | 17.87% | 14.06%+3.8pp | 30.53%-12.7pp | 19.06%-1.2pp |
| Employer contribution / active EE | $446 | $1,380-67.7% | $2,289-80.5% | $3,526-87.4% |
| Participant deferral / active EE | $883 | $2,801-68.5% | $4,084-78.4% | $5,535-84.1% |
| Admin fee / account holder | $64 | $262-75.5% | $8,777-99.3% | $292-78.0% |