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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,096 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$30,459 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,739 | $119,446-8.1% | $150,045-26.9% | $85,563+28.3% |
| Participation rate | 60.6% | 75.4%-14.8pp | 82.3%-21.7pp | 66.0%-5.3pp |
| Annual return | 23.14% | 23.72%-0.6pp | 62.55%-39.4pp | 31.51%-8.4pp |
| Employer contribution / active EE | $2,186 | $4,078-46.4% | $4,693-53.4% | $2,654-17.6% |
| Participant deferral / active EE | $9,038 | $7,985+13.2% | $7,997+13.0% | $4,375+106.6% |
| Admin fee / account holder | $45 | $548-91.8% | $13,435-99.7% | $834-94.6% |