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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,795 |
MMA SECURITIES LLC2 years Service code 16 · EIN 22-3570392 | Consulting | $22,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$52,899 |
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 | $147,890 | $88,890+66.4% | $102,423+44.4% | $77,643+90.5% |
| Participation rate | 87.3% | 80.9%+6.3pp | 76.5%+10.8pp | 70.6%+16.7pp |
| Annual return | 17.35% | 24.98%-7.6pp | 29.32%-12.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,023 | $2,698+12.1% | $3,0230% | $2,726+10.9% |
| Participant deferral / active EE | $6,976 | $5,145+35.6% | $5,053+38.1% | $4,647+50.1% |
| Admin fee / account holder | -$7 | $235-102.8% | $9,451-100.1% | $430-101.5% |