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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,573 |
Filed as: FIDELITY INV INST OPERATIONS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$38,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,040 | $82,202+52.1% | $125,339-0.2% | $64,808+92.9% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -19.71% | 3.48%-23.2pp | 572.05%-591.8pp | 32.82%-52.5pp |
| Employer contribution / active EE | $2,736 | $3,615-24.3% | $4,814-43.2% | $2,506+9.2% |
| Participant deferral / active EE | $10,676 | $7,175+48.8% | $7,446+43.4% | $4,310+147.7% |
| Admin fee / account holder | -$23 | $163-114.1% | $10,010-100.2% | $188-112.2% |