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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $30,935 |
Filed as: FIDELITY INVESTMENTS INSTITU Service code 37 · EIN 04-2647786 | Loan Processing | $10,070 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11 |
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 | $86,582 | $54,350+59.3% | $82,719+4.7% | $68,494+26.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.31% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $6,511 | $2,218+193.5% | $3,009+116.4% | $2,596+150.8% |
| Participant deferral / active EE | $5,226 | $3,246+61.0% | $4,395+18.9% | $4,027+29.8% |
| Admin fee / account holder | $293 | $4,395-93.3% | $5,329-94.5% | $5,403-94.6% |