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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,749 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,386 | $52,903+159.7% | $73,307+87.4% | $59,632+130.4% |
| Participation rate | 91.1% | 68.2%+22.9pp | 74.9%+16.2pp | 68.7%+22.5pp |
| Annual return | 2.82% | 12.20%-9.4pp | 5.67%-2.9pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $7,968 | $1,909+317.4% | $3,237+146.1% | $2,203+261.7% |
| Participant deferral / active EE | $23,407 | $4,069+475.2% | $4,991+368.9% | $3,192+633.4% |
| Admin fee / account holder | $32 | $3,834-99.2% | $5,637-99.4% | $4,297-99.3% |