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 | $87,870-32.5% | $113,168-47.6% | $74,304-20.1% |
| Participation rate | 72.0% | 70.7%+1.2pp | 76.6%-4.6pp | 60.3%+11.6pp |
| Annual return | 14.19% | 26.44%-12.2pp | 24.27%-10.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,765 | $2,277-22.5% | $2,975-40.7% | $2,241-21.2% |
| Participant deferral / active EE | $3,350 | $4,241-21.0% | $5,107-34.4% | $3,767-11.1% |
| Admin fee / account holder | $26 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |