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 | $4,175 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $370 |
Filed as: FIDELITY Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,108 | $72,607+0.7% | $90,749-19.4% | $66,914+9.3% |
| Participation rate | 95.2% | 73.7%+21.5pp | 75.7%+19.5pp | 69.8%+25.4pp |
| Annual return | -18.02% | -12.28%-5.7pp | -12.16%-5.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,087 | $2,369+30.3% | $2,921+5.7% | $2,544+21.3% |
| Participant deferral / active EE | $2,967 | $3,977-25.4% | $4,564-35.0% | $4,237-30.0% |
| Admin fee / account holder | $27 | $707-96.1% | $8,445-99.7% | $593-95.4% |