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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,315 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,305 | $88,890+42.1% | $102,423+23.3% | $77,643+62.7% |
| Participation rate | 56.3% | 80.9%-24.6pp | 76.5%-20.2pp | 70.6%-14.3pp |
| Annual return | 15.09% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,077 | $2,698-23.0% | $3,023-31.3% | $2,726-23.8% |
| Participant deferral / active EE | $4,305 | $5,145-16.3% | $5,053-14.8% | $4,647-7.4% |
| Admin fee / account holder | $71 | $235-70.0% | $9,451-99.3% | $430-83.6% |