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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,874 |
Filed as: FIDELITY INV. INST. OPE. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $125,011 | $75,284+66.1% | $91,001+37.4% | $69,631+79.5% |
| Participation rate | 60.1% | 80.4%-20.3pp | 75.6%-15.5pp | 70.7%-10.6pp |
| Annual return | 19.64% | 48.40%-28.8pp | 4.60%+15.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,550 | $2,473-37.3% | $2,456-36.9% | $2,032-23.7% |
| Participant deferral / active EE | $5,649 | $3,700+52.7% | $3,547+59.2% | $3,224+75.2% |
| Admin fee / account holder | $11 | $111-89.7% | $5,417-99.8% | $110-89.7% |