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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,548 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $135,110 |
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 | $84,790 | $122,693-30.9% | $184,203-54.0% | $199,593-57.5% |
| Participation rate | 70.5% | 86.8%-16.3pp | 86.8%-16.3pp | 72.0%-1.5pp |
| Annual return | 16.94% | 143.91%-127.0pp | 28.81%-11.9pp | 34.25%-17.3pp |
| Employer contribution / active EE | $2,988 | $4,584-34.8% | $6,427-53.5% | $3,034-1.5% |
| Participant deferral / active EE | $6,761 | $7,990-15.4% | $9,131-26.0% | $5,087+32.9% |
| Admin fee / account holder | $77 | $121-36.4% | $13,901-99.4% | $269-71.5% |