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 | $65,076 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,164 |
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 | $236,184 | $104,919+125.1% | $116,228+103.2% | $85,563+176.0% |
| Participation rate | 95.7% | 78.6%+17.1pp | 74.6%+21.1pp | 66.0%+29.7pp |
| Annual return | 17.71% | 15.38%+2.3pp | 90.06%-72.3pp | 31.51%-13.8pp |
| Employer contribution / active EE | $9,213 | $3,485+164.3% | $2,994+207.7% | $2,654+247.2% |
| Participant deferral / active EE | $14,329 | $5,306+170.0% | $4,953+189.3% | $4,375+227.5% |
| Admin fee / account holder | $73 | $429-82.9% | $11,989-99.4% | $834-91.2% |