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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,242 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,438 | $81,357-57.7% | $75,972-54.7% | $199,593-82.7% |
| Participation rate | 69.4% | 69.9%-0.5pp | 69.1%+0.3pp | 72.0%-2.6pp |
| Annual return | 15.63% | 16.32%-0.7pp | 359.55%-343.9pp | 34.25%-18.6pp |
| Employer contribution / active EE | $667 | $3,341-80.0% | $2,685-75.2% | $3,034-78.0% |
| Participant deferral / active EE | $3,068 | $4,710-34.9% | $4,255-27.9% | $5,087-39.7% |
| Admin fee / account holder | $84 | $144-42.0% | $6,467-98.7% | $269-68.8% |