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 | $65,180 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,530 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,264 |
Form 5500 reported that benefits due were not provided when due.
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 | $91,521 | $119,446-23.4% | $150,045-39.0% | $85,563+7.0% |
| Participation rate | 83.2% | 75.4%+7.8pp | 82.3%+0.9pp | 66.0%+17.3pp |
| Annual return | 21.59% | 23.72%-2.1pp | 62.55%-41.0pp | 31.51%-9.9pp |
| Employer contribution / active EE | $2,941 | $4,078-27.9% | $4,693-37.3% | $2,654+10.8% |
| Participant deferral / active EE | $11,039 | $7,985+38.2% | $7,997+38.0% | $4,375+152.3% |
| Admin fee / account holder | $236 | $548-56.9% | $13,435-98.2% | $834-71.7% |