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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,775 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75 |
Filed as: FIDELITY Service code 60 | Sub-TA Fees | $0 |
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 | $94,566 | $79,428+19.1% | $106,548-11.2% | $79,386+19.1% |
| Participation rate | 94.5% | 74.1%+20.4pp | 76.1%+18.4pp | 70.7%+23.8pp |
| Annual return | 15.43% | 18.27%-2.8pp | 26.80%-11.4pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,029 | $2,234+35.6% | $2,819+7.5% | $2,427+24.8% |
| Participant deferral / active EE | $2,634 | $3,823-31.1% | $4,398-40.1% | $4,046-34.9% |
| Admin fee / account holder | $24 | $523-95.4% | $7,407-99.7% | $626-96.2% |