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 |
|---|---|---|
MERCER6 years Service code 16 · EIN 30-0282430 | Consulting | $43,147 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,217 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,292 |
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 | $234,138 | $108,549+115.7% | $156,263+49.8% | $85,563+173.6% |
| Participation rate | 98.5% | 77.1%+21.4pp | 78.9%+19.6pp | 66.0%+32.5pp |
| Annual return | 17.67% | 21.79%-4.1pp | 59.47%-41.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $7,575 | $2,690+181.6% | $4,333+74.8% | $2,654+185.5% |
| Participant deferral / active EE | $6,841 | $4,800+42.5% | $6,158+11.1% | $4,375+56.4% |
| Admin fee / account holder | $129 | $650-80.1% | $14,255-99.1% | $834-84.5% |