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) | $36,452 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$91,689 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,236 | $77,314+59.4% | $177,989-30.8% | $80,856+52.4% |
| Participation rate | 81.1% | 65.7%+15.4pp | 77.1%+4.0pp | 67.6%+13.4pp |
| Annual return | 9.69% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $12,694 | $2,292+453.8% | $3,949+221.5% | $2,755+360.8% |
| Participant deferral / active EE | $20,674 | $4,411+368.7% | $6,276+229.4% | $4,296+381.3% |
| Admin fee / account holder | $159 | $7,191-97.8% | $10,363-98.5% | $6,918-97.7% |