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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,895 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,837 | $122,186-12.6% | $146,958-27.3% | $199,593-46.5% |
| Participation rate | 67.0% | 78.3%-11.3pp | 82.2%-15.2pp | 72.0%-5.0pp |
| Annual return | 21.22% | 30.56%-9.3pp | 418.34%-397.1pp | 34.25%-13.0pp |
| Employer contribution / active EE | -$0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $10,367 | $8,502+21.9% | $8,070+28.5% | $5,087+103.8% |
| Admin fee / account holder | $28 | $179-84.4% | $12,998-99.8% | $269-89.6% |