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 |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $124,290 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,661 |
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $375 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,636 | $113,293-22.6% | $67,502+29.8% | $199,593-56.1% |
| Participation rate | 93.6% | 73.3%+20.3pp | 72.9%+20.7pp | 72.0%+21.6pp |
| Annual return | 16.56% | 15.88%+0.7pp | 3512.12%-3495.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $5,003 | $3,401+47.1% | $2,731+83.2% | $3,034+64.9% |
| Participant deferral / active EE | $8,999 | $4,159+116.4% | $4,000+125.0% | $5,087+76.9% |
| Admin fee / account holder | $38 | $103-63.3% | $3,998-99.1% | $269-86.0% |