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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,304 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,809 | $81,357-20.3% | $75,972-14.7% | $199,593-67.5% |
| Participation rate | 64.8% | 69.9%-5.1pp | 69.1%-4.3pp | 72.0%-7.2pp |
| Annual return | 18.37% | 16.32%+2.1pp | 359.55%-341.2pp | 34.25%-15.9pp |
| Employer contribution / active EE | $1,899 | $3,341-43.2% | $2,685-29.3% | $3,034-37.4% |
| Participant deferral / active EE | $4,097 | $4,710-13.0% | $4,255-3.7% | $5,087-19.5% |
| Admin fee / account holder | $40 | $144-72.0% | $6,467-99.4% | $269-84.9% |