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) | $50,261 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,398 |
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 | $129,689 | $92,055+40.9% | $106,213+22.1% | $77,643+67.0% |
| Participation rate | 96.2% | 81.0%+15.2pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 13.83% | 17.91%-4.1pp | 116.14%-102.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,523 | $3,367+34.3% | $3,171+42.6% | $2,726+65.9% |
| Participant deferral / active EE | $10,959 | $5,386+103.5% | $5,016+118.5% | $4,647+135.8% |
| Admin fee / account holder | $69 | $219-68.4% | $11,033-99.4% | $430-83.9% |