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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $571,482 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,884 | $47,385+17.9% | $56,411-0.9% | $106,382-47.5% |
| Participation rate | 13.5% | 33.2%-19.7pp | 52.5%-39.0pp | 69.9%-56.4pp |
| Annual return | 24.19% | 17.29%+6.9pp | 1701.33%-1677.1pp | 17.37%+6.8pp |
| Employer contribution / active EE | $289 | $623-53.6% | $1,039-72.2% | $3,364-91.4% |
| Participant deferral / active EE | $596 | $1,440-58.6% | $1,952-69.5% | $5,569-89.3% |
| Admin fee / account holder | $72 | $78-7.9% | $2,829-97.5% | $79-9.2% |