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 9-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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,453 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,131 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $147,142 | $92,055+59.8% | $106,213+38.5% | $77,643+89.5% |
| Participation rate | 45.3% | 81.0%-35.8pp | 75.3%-30.0pp | 70.6%-25.3pp |
| Annual return | 13.01% | 17.91%-4.9pp | 116.14%-103.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,248 | $3,367-62.9% | $3,171-60.6% | $2,726-54.2% |
| Participant deferral / active EE | $3,031 | $5,386-43.7% | $5,016-39.6% | $4,647-34.8% |
| Admin fee / account holder | $554 | $219+152.8% | $11,033-95.0% | $430+28.6% |