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 |
|---|---|---|
Filed as: FIDELITY INV INSTL OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $5,234 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,096 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,666 | $89,652-44.6% | $141,162-64.8% | $65,185-23.8% |
| Participation rate | 90.8% | 74.7%+16.0pp | 82.5%+8.3pp | 70.2%+20.6pp |
| Annual return | 22.39% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $249 | $3,065-91.9% | $4,735-94.7% | $2,177-88.6% |
| Participant deferral / active EE | $7,205 | $5,691+26.6% | $6,709+7.4% | $3,514+105.0% |
| Admin fee / account holder | $59 | $569-89.6% | $10,261-99.4% | $847-93.0% |