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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,919 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $21,525 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$90,252 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,621 | $106,584+28.2% | $101,326+34.8% | $142,382-4.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 13.75% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $464,307 | $3,956+11637.1% | $3,665+12567.7% | $4,299+10700.1% |
| Participant deferral / active EE | $2,460,689 | $8,297+29557.2% | $7,994+30681.9% | $6,507+37714.8% |
| Admin fee / account holder | -$50 | $11,446-100.4% | $11,185-100.4% | $12,624-100.4% |