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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,536 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,887 |
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 | $40,038 | $82,917-51.7% | $103,333-61.3% | $77,643-48.4% |
| Participation rate | 83.1% | 71.6%+11.5pp | 74.5%+8.6pp | 70.6%+12.5pp |
| Annual return | 14.60% | 19.13%-4.5pp | 24.88%-10.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,900 | $3,552-46.5% | $3,868-50.9% | $2,726-30.3% |
| Participant deferral / active EE | $3,139 | $4,108-23.6% | $5,057-37.9% | $4,647-32.5% |
| Admin fee / account holder | $36 | $638-94.4% | $8,355-99.6% | $430-91.6% |