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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,843 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,270 |
Employer contribution per participant 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 | $54,294 | $59,054-8.1% | $97,167-44.1% | $77,671-30.1% |
| Participation rate | 89.1% | 67.9%+21.3pp | 72.7%+16.5pp | 70.6%+18.6pp |
| Annual return | 14.90% | 16.96%-2.1pp | 75.27%-60.4pp | 31.21%-16.3pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,729-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,305 | $3,930+60.4% | $4,264+47.9% | $4,648+35.6% |
| Admin fee / account holder | $18 | $346-94.7% | $5,650-99.7% | $430-95.7% |