Filed May 14, 2025
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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $56,761 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,935 |
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 | $77,889 | $57,610+35.2% | $154,803-49.7% | $102,872-24.3% |
| Participation rate | 89.7% | 59.5%+30.2pp | 78.1%+11.6pp | 73.0%+16.7pp |
| Annual return | 20.64% | 30.49%-9.8pp | 58.88%-38.2pp | 19.06%+1.6pp |
| Employer contribution / active EE | $2,635 | $1,883+39.9% | $4,305-38.8% | $3,526-25.3% |
| Participant deferral / active EE | $5,311 | $2,914+82.2% | $5,540-4.1% | $5,535-4.0% |
| Admin fee / account holder | $59 | $368-83.9% | $14,329-99.6% | $292-79.7% |