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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,800 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,004 | $100,923+74.4% | $150,045+17.3% | $74,304+136.9% |
| Participation rate | 62.8% | 70.1%-7.3pp | 82.3%-19.6pp | 60.3%+2.4pp |
| Annual return | 17.43% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,658 | $3,463-23.3% | $4,693-43.4% | $2,241+18.6% |
| Participant deferral / active EE | $7,750 | $6,709+15.5% | $7,997-3.1% | $3,767+105.7% |
| Admin fee / account holder | $53 | $2,767-98.1% | $13,435-99.6% | $2,969-98.2% |