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 |
|---|---|---|
NEW CENTURY INVESTMENT MGMT LLC10+ years Service code 27 · EIN 20-1232890 | Advisory (Plan) | $30,005 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,996 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,107 |
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 | $48,284 | $51,092-5.5% | $76,735-37.1% | $79,634-39.4% |
| Participation rate | 79.2% | 50.2%+29.0pp | 69.5%+9.7pp | 62.5%+16.8pp |
| Annual return | 13.99% | 18.04%-4.0pp | 29.77%-15.8pp | 36.46%-22.5pp |
| Employer contribution / active EE | $255 | $1,519-83.2% | $2,454-89.6% | $2,529-89.9% |
| Participant deferral / active EE | $5,311 | $2,529+110.0% | $4,088+29.9% | $3,835+38.5% |
| Admin fee / account holder | $134 | $1,865-92.8% | $7,189-98.1% | $1,002-86.6% |