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 7-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 INVESTMENTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS LLC · NEW YORK, NY 10006 | Loan Processing | $44,208 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,782 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,961 | $129,021-47.3% | $184,203-63.1% | $77,643-12.5% |
| Participation rate | 99.5% | 87.3%+12.1pp | 86.8%+12.7pp | 70.6%+28.9pp |
| Annual return | 24.95% | 33.27%-8.3pp | 28.81%-3.9pp | 31.24%-6.3pp |
| Employer contribution / active EE | $6,105 | $4,413+38.3% | $6,427-5.0% | $2,726+124.0% |
| Participant deferral / active EE | $12,722 | $7,297+74.3% | $9,131+39.3% | $4,647+173.7% |
| Admin fee / account holder | $89 | $254-65.0% | $13,901-99.4% | $430-79.4% |