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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,423 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS INC Service code 10 · EIN 46-2966358 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,516 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,859 | $98,727-4.9% | $113,168-17.1% | $85,563+9.7% |
| Participation rate | 92.7% | 80.8%+11.9pp | 76.6%+16.2pp | 66.0%+26.8pp |
| Annual return | 23.62% | 17.43%+6.2pp | 24.27%-0.6pp | 31.51%-7.9pp |
| Employer contribution / active EE | $3,104 | $2,907+6.8% | $2,975+4.3% | $2,654+17.0% |
| Participant deferral / active EE | $6,165 | $5,424+13.7% | $5,107+20.7% | $4,375+40.9% |
| Admin fee / account holder | $123 | $357-65.4% | $12,068-99.0% | $834-85.2% |