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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,702 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$205 |
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 | $59,350 | $85,515-30.6% | $112,040-47.0% | $67,986-12.7% |
| Participation rate | 72.0% | 68.2%+3.8pp | 76.5%-4.5pp | 57.2%+14.8pp |
| Annual return | 14.19% | 29.68%-15.5pp | 24.52%-10.3pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,765 | $2,191-19.4% | $2,954-40.2% | $2,019-12.6% |
| Participant deferral / active EE | $3,350 | $4,014-16.5% | $5,098-34.3% | $3,358-0.2% |
| Admin fee / account holder | $26 | $3,774-99.3% | $12,098-99.8% | $3,203-99.2% |