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 | $48,698+98.9% | $93,606+3.5% | $199,593-51.5% |
| Participation rate | 55.8% | 63.5%-7.8pp | 68.7%-12.9pp | 72.0%-16.2pp |
| Annual return | 19.42% | 15.34%+4.1pp | 133.20%-113.8pp | 34.25%-14.8pp |
| Employer contribution / active EE | $2,238 | $1,135+97.2% | $2,420-7.5% | $3,034-26.2% |
| Participant deferral / active EE | $5,595 | $2,817+98.6% | $4,411+26.8% | $5,087+10.0% |
| Admin fee / account holder | -$21 | $195-110.7% | $8,285-100.3% | $269-107.8% |