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 9-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 |
|---|---|---|
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $744,057 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,815 |
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 | $61,030 | $66,513-8.2% | $178,490-65.8% | $106,222-42.5% |
| Participation rate | 61.7% | 73.8%-12.1pp | 81.9%-20.2pp | 70.8%-9.1pp |
| Annual return | 34.98% | 21.81%+13.2pp | 151.07%-116.1pp | 21.69%+13.3pp |
| Employer contribution / active EE | $1,492 | $1,776-16.0% | $5,011-70.2% | $2,723-45.2% |
| Participant deferral / active EE | $2,714 | $3,679-26.2% | $5,202-47.8% | $4,600-41.0% |
| Admin fee / account holder | $70 | $53+31.2% | $13,984-99.5% | $78-10.5% |