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 Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,211 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $134,321 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,423 | $87,358+69.9% | $68,793+115.8% | $68,904+115.4% |
| Participation rate | 38.8% | 80.2%-41.4pp | 72.2%-33.4pp | 74.1%-35.3pp |
| Annual return | -4.68% | -3.98%-0.7pp | -4.63%0pp | 1.07%-5.7pp |
| Employer contribution / active EE | $2,785 | $3,082-9.7% | $2,625+6.1% | $2,540+9.6% |
| Participant deferral / active EE | $3,450 | $4,259-19.0% | $3,311+4.2% | $4,015-14.1% |
| Admin fee / account holder | $71 | $68+5.6% | $5,131-98.6% | $710% |