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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $13,826 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,501 |
Filed as: FIDELITY INVEST INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,361 | $64,612-45.3% | $86,436-59.1% | $64,808-45.4% |
| Participation rate | 99.2% | 81.5%+17.7pp | 80.3%+18.9pp | 71.5%+27.7pp |
| Annual return | -16.49% | 0.66%-17.1pp | 4394.89%-4411.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,522 | $2,744+28.4% | $3,769-6.5% | $2,506+40.6% |
| Participant deferral / active EE | $3,742 | $7,497-50.1% | $6,952-46.2% | $4,310-13.2% |
| Admin fee / account holder | $22 | $169-87.0% | $6,731-99.7% | $188-88.3% |