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) | $8,221 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,584 | $54,193+59.8% | $93,606-7.5% | $77,643+11.5% |
| Participation rate | 40.3% | 63.9%-23.6pp | 68.7%-28.4pp | 70.6%-30.2pp |
| Annual return | 13.66% | 30.54%-16.9pp | 133.20%-119.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $960 | $1,168-17.8% | $2,420-60.3% | $2,726-64.8% |
| Participant deferral / active EE | $2,897 | $3,144-7.9% | $4,411-34.3% | $4,647-37.7% |
| Admin fee / account holder | $30 | $576-94.8% | $8,285-99.6% | $430-93.0% |