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.6 years Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $262,885 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $26,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,160 | $89,497+89.0% | $70,092+141.3% | $78,044+116.8% |
| Participation rate | 43.4% | 79.9%-36.6pp | 70.5%-27.1pp | 74.4%-31.1pp |
| Annual return | -16.91% | -12.39%-4.5pp | 190.73%-207.6pp | 10.87%-27.8pp |
| Employer contribution / active EE | $3,727 | $3,152+18.3% | $2,559+45.7% | $3,125+19.3% |
| Participant deferral / active EE | $4,660 | $4,564+2.1% | $3,849+21.1% | $5,084-8.4% |
| Admin fee / account holder | $100 | $78+28.4% | $6,267-98.4% | $79+26.5% |