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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,897 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$24,750 |
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 | $169,725 | $89,465+89.7% | $164,866+2.9% | $77,671+118.5% |
| Participation rate | 61.3% | 78.6%-17.3pp | 78.6%-17.3pp | 70.6%-9.3pp |
| Annual return | 15.80% | 28.81%-13.0pp | 69.97%-54.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,637 | $2,568-36.3% | $4,343-62.3% | $2,726-40.0% |
| Participant deferral / active EE | $5,645 | $4,897+15.3% | $6,033-6.4% | $4,648+21.4% |
| Admin fee / account holder | $23 | $340-93.2% | $12,689-99.8% | $430-94.6% |