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 Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,151 |
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,823 |
VERUS7 years Service code 16 · EIN 91-1320111 | Consulting | $8,129 |
HARLOWE & FALK LLP2 years Service code 29 · EIN 11-3662832 | Legal | $1,856 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $174,064 | $53,136+227.6% | $155,509+11.9% | $199,593-12.8% |
| Participation rate | 36.7% | 64.1%-27.4pp | 78.2%-41.5pp | 72.0%-35.3pp |
| Annual return | 14.04% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,940 | $1,851+4.8% | $4,672-58.5% | $3,034-36.1% |
| Participant deferral / active EE | $2,663 | $3,161-15.8% | $5,626-52.7% | $5,087-47.7% |
| Admin fee / account holder | $129 | $185-30.7% | $15,912-99.2% | $269-52.2% |