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 | $88,417 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,563 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,595 | $119,446-16.6% | $150,045-33.6% | $85,563+16.4% |
| Participation rate | 92.6% | 75.4%+17.2pp | 82.3%+10.3pp | 66.0%+26.7pp |
| Annual return | 22.40% | 23.72%-1.3pp | 62.55%-40.1pp | 31.51%-9.1pp |
| Employer contribution / active EE | $4,906 | $4,078+20.3% | $4,693+4.5% | $2,654+84.9% |
| Participant deferral / active EE | $14,843 | $7,985+85.9% | $7,997+85.6% | $4,375+239.3% |
| Admin fee / account holder | $153 | $548-72.1% | $13,435-98.9% | $834-81.7% |