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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,245 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$273,649 |
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 | $100,966 | $44,897+124.9% | $84,966+18.8% | $199,593-49.4% |
| Participation rate | 85.6% | 45.7%+39.9pp | 67.5%+18.1pp | 72.0%+13.7pp |
| Annual return | 18.62% | 20.96%-2.3pp | 66.38%-47.8pp | 34.25%-15.6pp |
| Employer contribution / active EE | $1,431 | $1,365+4.8% | $2,727-47.5% | $3,034-52.8% |
| Participant deferral / active EE | $5,284 | $2,668+98.1% | $4,519+16.9% | $5,087+3.9% |
| Admin fee / account holder | -$45 | $584-107.7% | $6,149-100.7% | $269-116.6% |