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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,233 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$29,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $67,388 | $241,101-72.0% | $103,333-34.8% | $199,593-66.2% |
| Participation rate | 67.1% | 78.3%-11.1pp | 74.5%-7.4pp | 72.0%-4.8pp |
| Annual return | 20.66% | 17.80%+2.9pp | 24.88%-4.2pp | 34.25%-13.6pp |
| Employer contribution / active EE | $1,529 | $4,244-64.0% | $3,868-60.5% | $3,034-49.6% |
| Participant deferral / active EE | $4,992 | $3,958+26.1% | $5,057-1.3% | $5,087-1.9% |
| Admin fee / account holder | $5 | $288-98.2% | $8,355-99.9% | $269-98.1% |