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) | $167,802 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,159 |
Employer 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).
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 | $145,299 | $122,186+18.9% | $146,958-1.1% | $199,593-27.2% |
| Participation rate | 79.4% | 78.3%+1.1pp | 82.2%-2.8pp | 72.0%+7.4pp |
| Annual return | 17.49% | 30.56%-13.1pp | 418.34%-400.8pp | 34.25%-16.8pp |
| Employer contribution / active EE | $889 | $4,093-78.3% | $4,933-82.0% | $3,034-70.7% |
| Participant deferral / active EE | $10,764 | $8,502+26.6% | $8,070+33.4% | $5,087+111.6% |
| Admin fee / account holder | $73 | $179-59.2% | $12,998-99.4% | $269-72.9% |