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) | $21,591 |
Service code 27 · EIN 41-2212501 | Advisory (Plan) | $16,316 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,146 | $89,436+4.1% | $164,813-43.5% | $77,643+20.0% |
| Participation rate | 63.2% | 78.6%-15.4pp | 78.6%-15.4pp | 70.6%-7.4pp |
| Annual return | 13.84% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,462 | $2,569+34.8% | $4,341-20.2% | $2,726+27.0% |
| Participant deferral / active EE | $5,296 | $4,897+8.1% | $6,031-12.2% | $4,647+14.0% |
| Admin fee / account holder | $28 | $339-91.8% | $12,690-99.8% | $430-93.5% |