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.3 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $237,158 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $184,165 |
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 | $174,721 | $92,153+89.6% | $76,817+127.5% | $82,204+112.5% |
| Participation rate | 41.3% | 79.4%-38.2pp | 72.1%-30.8pp | 73.4%-32.1pp |
| Annual return | 22.29% | 21.12%+1.2pp | 1166.11%-1143.8pp | 26.31%-4.0pp |
| Employer contribution / active EE | $3,172 | $3,043+4.2% | $2,302+37.8% | $2,707+17.2% |
| Participant deferral / active EE | $3,908 | $4,304-9.2% | $3,336+17.2% | $4,246-7.9% |
| Admin fee / account holder | $98 | $70+39.4% | $6,420-98.5% | $76+29.5% |