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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,088 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,416 |
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 | $165,636 | $96,484+71.7% | $156,263+6.0% | $74,304+122.9% |
| Participation rate | 94.7% | 67.7%+27.0pp | 78.9%+15.8pp | 60.3%+34.4pp |
| Annual return | 20.77% | 17.73%+3.0pp | 59.47%-38.7pp | 29.43%-8.7pp |
| Employer contribution / active EE | $4,703 | $2,528+86.0% | $4,333+8.5% | $2,241+109.8% |
| Participant deferral / active EE | $7,238 | $4,286+68.9% | $6,158+17.5% | $3,767+92.1% |
| Admin fee / account holder | $212 | $3,728-94.3% | $14,255-98.5% | $2,969-92.9% |