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 | $107,218+53.4% | $115,768+42.0% | $79,634+106.5% |
| Participation rate | 99.8% | 76.8%+23.0pp | 74.4%+25.4pp | 62.5%+37.3pp |
| Annual return | 18.90% | 15.41%+3.5pp | 100.46%-81.6pp | 36.46%-17.6pp |
| Employer contribution / active EE | $7,585 | $3,627+109.2% | $2,940+158.0% | $2,529+199.9% |
| Participant deferral / active EE | $12,878 | $5,091+153.0% | $4,917+161.9% | $3,835+235.8% |
| Admin fee / account holder | $72 | $576-87.4% | $12,439-99.4% | $1,002-92.8% |