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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,004 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,880 | $48,669+99.1% | $93,654+3.4% | $199,768-51.5% |
| Participation rate | 55.8% | 63.7%-7.9pp | 68.7%-12.9pp | 72.0%-16.2pp |
| Annual return | 19.42% | 15.38%+4.0pp | 133.34%-113.9pp | 34.26%-14.8pp |
| Employer contribution / active EE | $2,238 | $1,137+96.8% | $2,421-7.6% | $3,037-26.3% |
| Participant deferral / active EE | $5,595 | $2,823+98.2% | $4,413+26.8% | $5,090+9.9% |
| Admin fee / account holder | -$21 | $195-110.8% | $8,282-100.3% | $269-107.8% |