Filed January 13, 2025
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $295,838 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,189 |
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 | $222,577 | $117,739+89.0% | $53,898+313.0% | $117,739+89.0% |
| Participation rate | 63.1% | 76.6%-13.5pp | 55.0%+8.2pp | 76.6%-13.5pp |
| Annual return | 20.58% | 17.29%+3.3pp | 528.60%-508.0pp | 17.29%+3.3pp |
| Employer contribution / active EE | $5,794 | $3,746+54.7% | $932+521.7% | $3,746+54.7% |
| Participant deferral / active EE | $9,502 | $6,128+55.1% | $1,826+420.3% | $6,128+55.1% |
| Admin fee / account holder | $47 | $112-57.7% | $2,491-98.1% | $112-57.7% |