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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $648 |
Filed as: FIDELITY INVST INST OPER CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$1,266 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,704 | $65,435-36.3% | $86,677-51.9% | $66,914-37.7% |
| Participation rate | 85.0% | 75.5%+9.5pp | 76.6%+8.4pp | 69.8%+15.2pp |
| Annual return | -15.41% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,664 | $2,153-22.7% | $2,836-41.3% | $2,544-34.6% |
| Participant deferral / active EE | $2,285 | $4,100-44.3% | $4,656-50.9% | $4,237-46.1% |
| Admin fee / account holder | $63 | $642-90.2% | $7,493-99.2% | $593-89.3% |