See peer percentile detail. $4.99 for your first month.
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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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $484 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $182 |
Filed as: FIDELITY INVESTMENTS OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,648 | $152,509-39.3% | $117,472-21.1% | $134,475-31.1% |
| Participation rate | 58.8% | 77.1%-18.3pp | 70.6%-11.8pp | 81.2%-22.4pp |
| Annual return | -17.06% | 52.99%-70.0pp | 29.74%-46.8pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,871 | $5,571-30.5% | $4,176-7.3% | $4,740-18.3% |
| Participant deferral / active EE | $10,608 | $4,818+120.2% | $4,070+160.6% | $6,400+65.8% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |