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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,824 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,403 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC. Service code 27 · EIN 41-1416330 | Advisory (Plan) | $10,000 |
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 | $100,115 | $106,110-5.6% | $147,005-31.9% | $77,671+28.9% |
| Participation rate | 91.9% | 78.4%+13.5pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 18.17% | 56.77%-38.6pp | 418.76%-400.6pp | 31.21%-13.0pp |
| Employer contribution / active EE | $2,017 | $4,065-50.4% | $4,934-59.1% | $2,726-26.0% |
| Participant deferral / active EE | $7,291 | $7,992-8.8% | $8,070-9.7% | $4,648+56.9% |
| Admin fee / account holder | $33 | $338-90.3% | $13,006-99.7% | $430-92.4% |