Filed August 1, 2025
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,763 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,980 |
MARCADO ASSET MANAGEMENT LLC2 years Filed as: MARCADO Service code 16 · EIN 82-1492364 | Consulting | $21,625 |
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 | $67,470 | $111,072-39.3% | $156,263-56.8% | $102,872-34.4% |
| Participation rate | 68.8% | 80.1%-11.3pp | 78.9%-10.1pp | 73.0%-4.2pp |
| Annual return | 17.79% | 16.98%+0.8pp | 59.47%-41.7pp | 19.06%-1.3pp |
| Employer contribution / active EE | $1,508 | $4,017-62.5% | $4,333-65.2% | $3,526-57.2% |
| Participant deferral / active EE | $3,130 | $5,455-42.6% | $6,158-49.2% | $5,535-43.4% |
| Admin fee / account holder | $99 | $120-17.4% | $14,255-99.3% | $292-66.0% |