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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,406 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,822 | $88,890+60.7% | $102,423+39.4% | $77,643+83.9% |
| Participation rate | 50.7% | 80.9%-30.3pp | 76.5%-25.8pp | 70.6%-19.9pp |
| Annual return | 22.81% | 24.98%-2.2pp | 29.32%-6.5pp | 31.24%-8.4pp |
| Employer contribution / active EE | $1,868 | $2,698-30.7% | $3,023-38.2% | $2,726-31.5% |
| Participant deferral / active EE | $4,098 | $5,145-20.4% | $5,053-18.9% | $4,647-11.8% |
| Admin fee / account holder | -$44 | $235-118.6% | $9,451-100.5% | $430-110.2% |