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.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,282 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,554 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,158 | $46,292-15.4% | $143,757-72.8% | $64,808-39.6% |
| Participation rate | 90.6% | 64.2%+26.4pp | 80.3%+10.3pp | 71.5%+19.2pp |
| Annual return | -17.08% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,221 | $1,910+16.3% | $4,951-55.1% | $2,506-11.3% |
| Participant deferral / active EE | $3,802 | $2,646+43.7% | $5,637-32.6% | $4,310-11.8% |
| Admin fee / account holder | $10 | $154-93.7% | $14,673-99.9% | $188-94.9% |