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) | $50,008 |
Filed as: FIDELITY INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $33,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,793 | $65,061+119.5% | $143,757-0.7% | $66,914+113.4% |
| Participation rate | 90.6% | 65.2%+25.5pp | 80.3%+10.3pp | 69.8%+20.8pp |
| Annual return | -17.33% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $5,806 | $2,361+146.0% | $4,951+17.3% | $2,544+128.2% |
| Participant deferral / active EE | $5,181 | $2,919+77.5% | $5,637-8.1% | $4,237+22.3% |
| Admin fee / account holder | $525 | $502+4.7% | $14,673-96.4% | $593-11.4% |