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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,974 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,737 | $65,223+71.3% | $80,019+39.6% | $55,725+100.5% |
| Participation rate | 67.8% | 80.6%-12.8pp | 75.8%-8.0pp | 70.9%-3.1pp |
| Annual return | 18.91% | 7.59%+11.3pp | 11.22%+7.7pp | 244.93%-226.0pp |
| Employer contribution / active EE | $2,210 | $2,544-13.1% | $2,468-10.5% | $2,078+6.3% |
| Participant deferral / active EE | $6,823 | $3,881+75.8% | $3,686+85.1% | $3,356+103.3% |
| Admin fee / account holder | $12 | $114-89.8% | $6,521-99.8% | $115-89.9% |