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.4 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $258,518 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $6,950 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,923 | $225,489-11.8% | $81,930+142.8% | $93,223+113.4% |
| Participation rate | 44.5% | 80.7%-36.2pp | 72.0%-27.5pp | 74.9%-30.4pp |
| Annual return | 15.53% | 14.44%+1.1pp | 29.49%-14.0pp | 19.29%-3.8pp |
| Employer contribution / active EE | $3,932 | $3,151+24.8% | $4,310-8.8% | $2,680+46.7% |
| Participant deferral / active EE | $4,902 | $4,408+11.2% | $7,107-31.0% | $4,563+7.4% |
| Admin fee / account holder | $104 | $185-43.8% | $5,158-98.0% | $79+31.2% |