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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $12,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,067 |
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 | $67,930 | $108,549-37.4% | $156,263-56.5% | $85,563-20.6% |
| Participation rate | 80.5% | 77.1%+3.5pp | 78.9%+1.6pp | 66.0%+14.6pp |
| Annual return | 18.46% | 21.79%-3.3pp | 59.47%-41.0pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,174 | $2,690-56.4% | $4,333-72.9% | $2,654-55.8% |
| Participant deferral / active EE | $3,164 | $4,800-34.1% | $6,158-48.6% | $4,375-27.7% |
| Admin fee / account holder | $23 | $650-96.5% | $14,255-99.8% | $834-97.2% |