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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,636 |
Filed as: FIDELITY INV. INST. OPE. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,741 | $62,324+63.2% | $68,509+48.5% | $55,191+84.3% |
| Participation rate | 55.5% | 78.9%-23.4pp | 74.7%-19.2pp | 69.2%-13.7pp |
| Annual return | 0.89% | 4.26%-3.4pp | 8.27%-7.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,576 | $2,223-29.1% | $2,278-30.8% | $1,899-17.0% |
| Participant deferral / active EE | $5,226 | $3,425+52.6% | $3,382+54.5% | $3,046+71.6% |
| Admin fee / account holder | $25 | $91-72.7% | $5,275-99.5% | $91-72.5% |