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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,369 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,610 |
BEACHFLEISCHMAN PC11+ years Service code 10 · EIN 86-0683059 | Accounting | $16,300 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,729 | $56,102+22.5% | $101,794-32.5% | $102,872-33.2% |
| Participation rate | 93.4% | 70.4%+23.0pp | 69.2%+24.2pp | 73.0%+20.4pp |
| Annual return | 17.95% | 14.06%+3.9pp | 30.53%-12.6pp | 19.06%-1.1pp |
| Employer contribution / active EE | $303 | $1,380-78.0% | $2,289-86.8% | $3,526-91.4% |
| Participant deferral / active EE | $5,719 | $2,801+104.2% | $4,084+40.0% | $5,535+3.3% |
| Admin fee / account holder | $63 | $262-76.0% | $8,777-99.3% | $292-78.4% |