Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,038 | $82,972-51.7% | $103,374-61.3% | $77,671-48.5% |
| Participation rate | 83.1% | 71.5%+11.6pp | 74.5%+8.6pp | 70.6%+12.5pp |
| Annual return | 14.60% | 19.14%-4.5pp | 24.89%-10.3pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,900 | $3,554-46.5% | $3,869-50.9% | $2,726-30.3% |
| Participant deferral / active EE | $3,139 | $4,108-23.6% | $5,058-37.9% | $4,648-32.5% |
| Admin fee / account holder | $36 | $639-94.4% | $8,394-99.6% | $430-91.6% |