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 | $76,384 |
GREENSPRING ADVISORS, LLC7 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $51,631 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,196 |
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 | $27,714 | $53,136-47.8% | $155,509-82.2% | $199,593-86.1% |
| Participation rate | 84.0% | 64.1%+19.9pp | 78.2%+5.8pp | 72.0%+12.0pp |
| Annual return | 15.19% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $1,699 | $1,851-8.2% | $4,672-63.6% | $3,034-44.0% |
| Participant deferral / active EE | $3,291 | $3,161+4.1% | $5,626-41.5% | $5,087-35.3% |
| Admin fee / account holder | $106 | $185-43.0% | $15,912-99.3% | $269-60.7% |