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 | $101,649 |
GREENSPRING ADVISORS, LLC8 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $42,732 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,828 |
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 | $38,877 | $50,982-23.7% | $154,803-74.9% | $85,563-54.6% |
| Participation rate | 88.2% | 59.8%+28.4pp | 78.1%+10.1pp | 66.0%+22.2pp |
| Annual return | 19.78% | 30.35%-10.6pp | 58.88%-39.1pp | 31.51%-11.7pp |
| Employer contribution / active EE | $1,899 | $1,708+11.1% | $4,305-55.9% | $2,654-28.5% |
| Participant deferral / active EE | $4,147 | $2,474+67.6% | $5,540-25.2% | $4,375-5.2% |
| Admin fee / account holder | $136 | $846-84.0% | $14,329-99.1% | $834-83.8% |