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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,110 |
Filed as: FIDELITY INV INST OPS CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $162,888 | $87,870+85.4% | $113,168+43.9% | $74,304+119.2% |
| Participation rate | 74.1% | 70.7%+3.4pp | 76.6%-2.5pp | 60.3%+13.8pp |
| Annual return | 8.80% | 26.44%-17.6pp | 24.27%-15.5pp | 29.43%-20.6pp |
| Employer contribution / active EE | $2,327 | $2,277+2.2% | $2,975-21.8% | $2,241+3.8% |
| Participant deferral / active EE | $4,635 | $4,241+9.3% | $5,107-9.2% | $3,767+23.0% |
| Admin fee / account holder | $658 | $3,368-80.5% | $12,068-94.5% | $2,969-77.8% |