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) | $69,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$68,081 |
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 | $64,190 | $58,644+9.5% | $177,989-63.9% | $199,593-67.8% |
| Participation rate | 85.4% | 65.5%+19.9pp | 77.1%+8.3pp | 72.0%+13.4pp |
| Annual return | 17.57% | 19.25%-1.7pp | 294.48%-276.9pp | 34.25%-16.7pp |
| Employer contribution / active EE | $2,237 | $1,801+24.2% | $3,949-43.3% | $3,034-26.3% |
| Participant deferral / active EE | $6,468 | $4,248+52.3% | $6,276+3.1% | $5,087+27.2% |
| Admin fee / account holder | $0 | $145-99.8% | $10,363-100.0% | $269-99.9% |