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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,420 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,349 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,028 | $108,549-51.1% | $156,263-66.1% | $85,563-38.0% |
| Participation rate | 88.9% | 77.1%+11.8pp | 78.9%+10.0pp | 66.0%+22.9pp |
| Annual return | 13.11% | 21.79%-8.7pp | 59.47%-46.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $965 | $2,690-64.1% | $4,333-77.7% | $2,654-63.6% |
| Participant deferral / active EE | $4,665 | $4,800-2.8% | $6,158-24.2% | $4,375+6.6% |
| Admin fee / account holder | $116 | $650-82.1% | $14,255-99.2% | $834-86.1% |