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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $171,482 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $75,682 |
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 | $141,015 | $112,623+25.2% | $106,213+32.8% | $199,593-29.3% |
| Participation rate | 97.5% | 86.2%+11.3pp | 75.3%+22.2pp | 72.0%+25.6pp |
| Annual return | 14.33% | 15.57%-1.2pp | 116.14%-101.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $7,103 | $4,575+55.2% | $3,171+124.0% | $3,034+134.1% |
| Participant deferral / active EE | $9,669 | $6,659+45.2% | $5,016+92.8% | $5,087+90.1% |
| Admin fee / account holder | $117 | $107+9.7% | $11,033-98.9% | $269-56.3% |