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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,143 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,451 | $55,416+157.1% | $75,972+87.5% | $77,643+83.5% |
| Participation rate | 61.7% | 63.6%-1.8pp | 69.1%-7.3pp | 70.6%-8.9pp |
| Annual return | 11.34% | 17.07%-5.7pp | 359.55%-348.2pp | 31.24%-19.9pp |
| Employer contribution / active EE | $912 | $1,788-49.0% | $2,685-66.0% | $2,726-66.6% |
| Participant deferral / active EE | $7,211 | $3,447+109.2% | $4,255+69.4% | $4,647+55.2% |
| Admin fee / account holder | $77 | $414-81.3% | $6,467-98.8% | $430-82.0% |