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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,789 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,663 |
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 | $65,299 | $88,890-26.5% | $102,423-36.2% | $77,643-15.9% |
| Participation rate | 64.8% | 80.9%-16.1pp | 76.5%-11.7pp | 70.6%-5.8pp |
| Annual return | 15.25% | 24.98%-9.7pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,079 | $2,698-60.0% | $3,023-64.3% | $2,726-60.4% |
| Participant deferral / active EE | $3,695 | $5,145-28.2% | $5,053-26.9% | $4,647-20.5% |
| Admin fee / account holder | $45 | $235-81.0% | $9,451-99.5% | $430-89.6% |