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) | $10,007 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,979 | $50,815+269.9% | $155,509+20.9% | $77,643+142.1% |
| Participation rate | 66.0% | 63.1%+2.9pp | 78.2%-12.2pp | 70.6%-4.6pp |
| Annual return | 14.82% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,717 | $1,993-13.8% | $4,672-63.2% | $2,726-37.0% |
| Participant deferral / active EE | $4,107 | $2,822+45.5% | $5,626-27.0% | $4,647-11.6% |
| Admin fee / account holder | -$30 | $437-106.8% | $15,912-100.2% | $430-106.9% |