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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,281 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
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 | $54,938 | $62,544-12.2% | $129,295-57.5% | $199,768-72.5% |
| Participation rate | 27.0% | 56.8%-29.7pp | 69.6%-42.6pp | 72.0%-45.0pp |
| Annual return | 18.94% | 16.95%+2.0pp | 9429.28%-9410.3pp | 34.26%-15.3pp |
| Employer contribution / active EE | $460 | $2,394-80.8% | $4,157-88.9% | $3,037-84.9% |
| Participant deferral / active EE | $1,234 | $3,123-60.5% | $4,169-70.4% | $5,090-75.8% |
| Admin fee / account holder | $42 | $167-74.6% | $7,665-99.4% | $269-84.2% |