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 26 · EIN 04-2654524 | Advisory (Participants) | $32,974 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,703 | $122,186+5.3% | $146,958-12.4% | $199,593-35.5% |
| Participation rate | 61.1% | 78.3%-17.2pp | 82.2%-21.1pp | 72.0%-10.9pp |
| Annual return | 14.32% | 30.56%-16.2pp | 418.34%-404.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $6,462 | $4,093+57.9% | $4,933+31.0% | $3,034+113.0% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $32 | $179-82.4% | $12,998-99.8% | $269-88.3% |