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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,154 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$65,857 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,843 | $131,153+38.6% | $101,326+79.5% | $102,872+76.8% |
| Participation rate | 96.0% | 80.8%+15.3pp | 81.5%+14.5pp | 73.0%+23.0pp |
| Annual return | 18.08% | 23.05%-5.0pp | 36.82%-18.7pp | 19.06%-1.0pp |
| Employer contribution / active EE | $3,306 | $3,900-15.2% | $3,665-9.8% | $3,526-6.3% |
| Participant deferral / active EE | $7,596 | $10,801-29.7% | $7,994-5.0% | $5,535+37.2% |
| Admin fee / account holder | $19 | $140-86.1% | $11,185-99.8% | $292-93.4% |