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 SERVICES2 years Service code 27 · EIN 16-1334685 | Advisory (Plan) | $45,865 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $27,572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,321 | $58,879+201.2% | $178,490-0.7% | $73,488+141.3% |
| Participation rate | 80.6% | 66.2%+14.4pp | 81.9%-1.3pp | 70.7%+9.9pp |
| Annual return | 7.71% | 24.86%-17.1pp | 151.07%-143.4pp | 28.51%-20.8pp |
| Employer contribution / active EE | $5,491 | $2,236+145.5% | $5,011+9.6% | $2,270+141.9% |
| Participant deferral / active EE | $5,012 | $2,567+95.2% | $5,202-3.6% | $3,740+34.0% |
| Admin fee / account holder | $556 | $400+39.0% | $13,984-96.0% | $513+8.4% |