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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,216,884 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $661,423 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $43,890 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478,734 | $77,577+517.1% | $101,794+370.3% | $140,769+240.1% |
| Participation rate | 0.0% | 56.8%-56.8pp | 69.2%-69.2pp | 74.2%-74.2pp |
| Annual return | 7.54% | 14.47%-6.9pp | 30.53%-23.0pp | 16.82%-9.3pp |
| Employer contribution / active EE | $495 | $1,318-62.5% | $2,289-78.4% | $3,906-87.3% |
| Participant deferral / active EE | $2,576 | $2,205+16.8% | $4,084-36.9% | $6,717-61.7% |
| Admin fee / account holder | $713 | $84+746.1% | $8,777-91.9% | $229+211.0% |