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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,715 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,106 |
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 | $164,444 | $104,919+56.7% | $116,228+41.5% | $85,563+92.2% |
| Participation rate | 99.8% | 78.6%+21.2pp | 74.6%+25.3pp | 66.0%+33.9pp |
| Annual return | 18.90% | 15.38%+3.5pp | 90.06%-71.2pp | 31.51%-12.6pp |
| Employer contribution / active EE | $7,585 | $3,485+117.6% | $2,994+153.3% | $2,654+185.9% |
| Participant deferral / active EE | $12,878 | $5,306+142.7% | $4,953+160.0% | $4,375+194.3% |
| Admin fee / account holder | $72 | $429-83.1% | $11,989-99.4% | $834-91.3% |