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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $371,431 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $180,371 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 | Accounting | $42,400 |
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 | $86,394 | $111,072-22.2% | $156,263-44.7% | $102,872-16.0% |
| Participation rate | 93.9% | 80.1%+13.7pp | 78.9%+15.0pp | 73.0%+20.8pp |
| Annual return | 17.34% | 16.98%+0.4pp | 59.47%-42.1pp | 19.06%-1.7pp |
| Employer contribution / active EE | $2,884 | $4,017-28.2% | $4,333-33.5% | $3,526-18.2% |
| Participant deferral / active EE | $6,227 | $5,455+14.2% | $6,158+1.1% | $5,535+12.5% |
| Admin fee / account holder | $110 | $120-8.4% | $14,255-99.2% | $292-62.3% |