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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $31,469 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,762 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,451 | $36,700+12.9% | $171,082-75.8% | $63,975-35.2% |
| Participation rate | 64.0% | 61.5%+2.5pp | 76.7%-12.7pp | 71.1%-7.1pp |
| Annual return | 7.08% | 12.80%-5.7pp | 32.56%-25.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $1,783 | $1,210+47.3% | $4,002-55.5% | $2,182-18.3% |
| Participant deferral / active EE | $4,267 | $2,696+58.3% | $4,797-11.1% | $3,356+27.1% |
| Admin fee / account holder | $25 | $68-63.0% | $8,520-99.7% | $70-64.5% |