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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,344 |
SETAWAY LLC5 years Service code 16 · EIN 45-5055797 | Consulting | $9,120 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,459 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 | Sub-TA Fees | $0 |
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 | $176,760 | $65,061+171.7% | $143,757+23.0% | $66,914+164.2% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -17.38% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $8,054 | $2,361+241.2% | $4,951+62.7% | $2,544+216.6% |
| Participant deferral / active EE | $6,403 | $2,919+119.4% | $5,637+13.6% | $4,237+51.1% |
| Admin fee / account holder | $164 | $502-67.3% | $14,673-98.9% | $593-72.3% |