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) | $20,211 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,617 |
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 | $115,150 | $92,055+25.1% | $106,213+8.4% | $77,643+48.3% |
| Participation rate | 77.5% | 81.0%-3.6pp | 75.3%+2.2pp | 70.6%+6.9pp |
| Annual return | 16.07% | 17.91%-1.8pp | 116.14%-100.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $5,649 | $3,367+67.8% | $3,171+78.1% | $2,726+107.2% |
| Participant deferral / active EE | $6,828 | $5,386+26.8% | $5,016+36.1% | $4,647+46.9% |
| Admin fee / account holder | -$40 | $219-118.4% | $11,033-100.4% | $430-109.4% |