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) | $11,148 |
Filed as: FIDELITY INVESTMENTS INSTIT. OPERAT Service code 37 · EIN 04-2647786 | Loan Processing | $5,426 |
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 | $63,380 | $53,136+19.3% | $155,509-59.2% | $199,593-68.2% |
| Participation rate | 17.6% | 64.1%-46.4pp | 78.2%-60.6pp | 72.0%-54.3pp |
| Annual return | 18.80% | 41.15%-22.3pp | 64.67%-45.9pp | 34.25%-15.5pp |
| Employer contribution / active EE | $261 | $1,851-85.9% | $4,672-94.4% | $3,034-91.4% |
| Participant deferral / active EE | $2,099 | $3,161-33.6% | $5,626-62.7% | $5,087-58.7% |
| Admin fee / account holder | $34 | $185-81.6% | $15,912-99.8% | $269-87.3% |