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 | $93,351+13.3% | $62,929+68.1% | $79,634+32.8% |
| Participation rate | 44.4% | 74.6%-30.2pp | 73.1%-28.7pp | 62.5%-18.1pp |
| Annual return | 19.47% | 14.37%+5.1pp | 1063.93%-1044.5pp | 36.46%-17.0pp |
| Employer contribution / active EE | $926 | $3,135-70.5% | $2,505-63.0% | $2,529-63.4% |
| Participant deferral / active EE | $4,172 | $3,921+6.4% | $3,888+7.3% | $3,835+8.8% |
| Admin fee / account holder | $41 | $229-82.2% | $5,065-99.2% | $1,002-95.9% |