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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $264,049 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $228,471 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,000 |
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 | $107,546 | $96,188+11.8% | $75,972+41.6% | $99,062+8.6% |
| Participation rate | 61.5% | 72.7%-11.3pp | 69.1%-7.6pp | 71.6%-10.2pp |
| Annual return | 16.96% | 16.48%+0.5pp | 359.55%-342.6pp | 17.66%-0.7pp |
| Employer contribution / active EE | $4,001 | $3,167+26.3% | $2,685+49.0% | $3,262+22.7% |
| Participant deferral / active EE | $5,449 | $4,842+12.5% | $4,255+28.1% | $5,331+2.2% |
| Admin fee / account holder | $99 | $87+13.7% | $6,467-98.5% | $109-8.9% |