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 FINANCIAL SERVICES4 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $30,235 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $26,037 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,686 | $70,908+3.9% | $98,907-25.5% | $73,488+0.3% |
| Participation rate | 67.7% | 73.8%-6.1pp | 76.0%-8.3pp | 70.7%-3.0pp |
| Annual return | 13.72% | 34.17%-20.4pp | 196.43%-182.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $330 | $2,036-83.8% | $2,689-87.7% | $2,270-85.5% |
| Participant deferral / active EE | $2,015 | $3,500-42.4% | $4,244-52.5% | $3,740-46.1% |
| Admin fee / account holder | $361 | $535-32.6% | $6,642-94.6% | $513-29.7% |