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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 12 · EIN 04-2647786 | Sub-transfer agency fees; Recordkeepi... | $165,031 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,871 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $30,200 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $8,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,507 | $73,283+20.8% | $155,509-43.1% | $106,382-16.8% |
| Participation rate | 49.4% | 73.3%-23.9pp | 78.2%-28.8pp | 69.9%-20.5pp |
| Annual return | 16.89% | 15.77%+1.1pp | 64.67%-47.8pp | 17.37%-0.5pp |
| Employer contribution / active EE | $1,053 | $2,247-53.1% | $4,672-77.5% | $3,364-68.7% |
| Participant deferral / active EE | $1,140 | $4,580-75.1% | $5,626-79.7% | $5,569-79.5% |
| Admin fee / account holder | $46 | $56-17.4% | $15,912-99.7% | $79-41.5% |