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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,652 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,785 | $96,018+10.2% | $65,493+61.5% | $85,563+23.6% |
| Participation rate | 44.4% | 74.8%-30.4pp | 73.1%-28.7pp | 66.0%-21.6pp |
| Annual return | 19.47% | 14.51%+5.0pp | 982.45%-963.0pp | 31.51%-12.0pp |
| Employer contribution / active EE | $926 | $3,235-71.4% | $2,574-64.0% | $2,654-65.1% |
| Participant deferral / active EE | $4,172 | $4,055+2.9% | $3,961+5.3% | $4,375-4.7% |
| Admin fee / account holder | $41 | $271-84.9% | $5,028-99.2% | $834-95.1% |