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) | $7,102 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,623 |
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 | $71,778 | $58,336+23.0% | $97,226-26.2% | $199,593-64.0% |
| Participation rate | 65.6% | 63.8%+1.9pp | 72.7%-7.1pp | 72.0%-6.3pp |
| Annual return | 14.86% | 32.81%-17.9pp | 75.13%-60.3pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,096 | $1,416-22.6% | $2,729-59.8% | $3,034-63.9% |
| Participant deferral / active EE | $4,136 | $3,240+27.6% | $4,264-3.0% | $5,087-18.7% |
| Admin fee / account holder | $15 | $114-86.6% | $5,654-99.7% | $269-94.3% |