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 |
|---|---|---|
CLARFELD FINANCIAL ADVISORS2 years Filed as: CLARFELD FINANCIAL ADVISORS, LLC Service code 27 · EIN 46-3179237 | Advisory (Plan) | $201,478 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,811 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$112,728 |
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 | $122,733 | $241,101-49.1% | $103,333+18.8% | $199,593-38.5% |
| Participation rate | 67.2% | 78.3%-11.1pp | 74.5%-7.3pp | 72.0%-4.8pp |
| Annual return | 14.32% | 17.80%-3.5pp | 24.88%-10.6pp | 34.25%-19.9pp |
| Employer contribution / active EE | $2,758 | $4,244-35.0% | $3,868-28.7% | $3,034-9.1% |
| Participant deferral / active EE | $6,024 | $3,958+52.2% | $5,057+19.1% | $5,087+18.4% |
| Admin fee / account holder | $69 | $288-76.2% | $8,355-99.2% | $269-74.5% |