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 |
|---|---|---|
SIKICH LLP5 years Service code 10 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $14,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,425 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,487 | $106,028-34.5% | $146,958-52.7% | $77,643-10.5% |
| Participation rate | 54.5% | 78.4%-23.8pp | 82.2%-27.6pp | 70.6%-16.0pp |
| Annual return | 17.62% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $633 | $4,063-84.4% | $4,933-87.2% | $2,726-76.8% |
| Participant deferral / active EE | $5,406 | $7,990-32.3% | $8,070-33.0% | $4,647+16.3% |
| Admin fee / account holder | $66 | $337-80.4% | $12,998-99.5% | $430-84.6% |