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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,566 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,063 |
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 | $105,917 | $79,013+34.1% | $100,391+5.5% | $74,495+42.2% |
| Participation rate | 94.0% | 79.5%+14.5pp | 81.5%+12.5pp | 67.2%+26.8pp |
| Annual return | 15.25% | 20.41%-5.2pp | 49.20%-34.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,429 | $3,021-19.6% | $3,942-38.4% | $2,623-7.4% |
| Participant deferral / active EE | $5,145 | $7,760-33.7% | $8,082-36.3% | $4,346+18.4% |
| Admin fee / account holder | -$61 | $1,320-104.6% | $7,899-100.8% | $1,942-103.1% |