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 | $59,410 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 16 · EIN 81-4473358 | Consulting | $26,000 |
PETER SHANNON AND CO2 years Filed as: PETER SHANNON & CO Service code 10 · EIN 36-3952019 | Accounting | $22,500 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,290 |
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 | $59,453 | $73,360-19.0% | $177,989-66.6% | $74,495-20.2% |
| Participation rate | 87.1% | 66.6%+20.5pp | 77.1%+10.0pp | 67.2%+19.9pp |
| Annual return | 14.13% | 17.49%-3.4pp | 294.48%-280.4pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,117 | $2,216-4.5% | $3,949-46.4% | $2,623-19.3% |
| Participant deferral / active EE | $6,287 | $4,513+39.3% | $6,276+0.2% | $4,346+44.7% |
| Admin fee / account holder | $284 | $1,808-84.3% | $10,363-97.3% | $1,942-85.3% |