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 | $62,805 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,773 |
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 | $180,485 | $88,890+103.0% | $102,423+76.2% | $77,643+132.5% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.5%+20.1pp | 70.6%+26.1pp |
| Annual return | 15.74% | 24.98%-9.2pp | 29.32%-13.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,536 | $2,698+105.2% | $3,023+83.1% | $2,726+103.1% |
| Participant deferral / active EE | $14,505 | $5,145+181.9% | $5,053+187.1% | $4,647+212.1% |
| Admin fee / account holder | $137 | $235-42.0% | $9,451-98.6% | $430-68.3% |