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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,912 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,706 | $122,693-43.2% | $184,203-62.2% | $199,593-65.1% |
| Participation rate | 53.0% | 86.8%-33.8pp | 86.8%-33.8pp | 72.0%-19.0pp |
| Annual return | 15.55% | 143.91%-128.4pp | 28.81%-13.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $1,749 | $4,584-61.9% | $6,427-72.8% | $3,034-42.4% |
| Participant deferral / active EE | $2,279 | $7,990-71.5% | $9,131-75.0% | $5,087-55.2% |
| Admin fee / account holder | $27 | $121-77.5% | $13,901-99.8% | $269-89.9% |