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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,504 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,819 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,093 | $89,436-12.7% | $164,813-52.6% | $77,643+0.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 78.6%-8.6pp | 70.6%-0.6pp |
| Annual return | 14.18% | 28.83%-14.6pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,020 | $2,569-21.4% | $4,341-53.5% | $2,726-25.9% |
| Participant deferral / active EE | $2,572 | $4,897-47.5% | $6,031-57.3% | $4,647-44.6% |
| Admin fee / account holder | $63 | $339-81.5% | $12,690-99.5% | $430-85.4% |