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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,182 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $22,318 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,189 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $16,800 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,249 | $59,623+46.3% | $95,585-8.7% | $85,563+2.0% |
| Participation rate | 94.6% | 57.2%+37.4pp | 72.1%+22.5pp | 66.0%+28.7pp |
| Annual return | 15.62% | 18.22%-2.6pp | 38.56%-22.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $2,426 | $1,669+45.3% | $2,527-4.0% | $2,654-8.6% |
| Participant deferral / active EE | $7,012 | $3,357+108.8% | $4,023+74.3% | $4,375+60.3% |
| Admin fee / account holder | $230 | $650-64.7% | $6,127-96.3% | $834-72.5% |