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 | $1,416,355 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $698,306 |
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 | $67,943 | $140,769-51.7% | $145,661-53.4% | $140,769-51.7% |
| Participation rate | 93.7% | 74.2%+19.6pp | 77.2%+16.5pp | 74.2%+19.6pp |
| Annual return | 19.61% | 16.82%+2.8pp | 101.46%-81.8pp | 16.82%+2.8pp |
| Employer contribution / active EE | $2,730 | $3,906-30.1% | $4,238-35.6% | $3,906-30.1% |
| Participant deferral / active EE | $6,036 | $6,717-10.1% | $7,198-16.1% | $6,717-10.1% |
| Admin fee / account holder | $74 | $229-67.8% | $12,466-99.4% | $229-67.8% |