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 | $1,463 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER, LLC Service code 29 150 EAST GILMAN ST. · MADISON, WI 53703 | Legal | $1,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Advisory (Plan) | $748 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,726 | $75,388+31.0% | $123,544-20.1% | $55,725+77.2% |
| Participation rate | 61.2% | 75.7%-14.5pp | 82.3%-21.1pp | 70.9%-9.7pp |
| Annual return | -6.19% | 4.48%-10.7pp | 119.20%-125.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3 | $3,063-99.9% | $4,628-99.9% | $2,078-99.8% |
| Participant deferral / active EE | $3,883 | $5,651-31.3% | $6,426-39.6% | $3,356+15.7% |
| Admin fee / account holder | $11 | $120-90.8% | $9,284-99.9% | $115-90.5% |