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 5-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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $99,266 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,122 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
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 | $82,757 | $53,136+55.7% | $155,509-46.8% | $199,593-58.5% |
| Participation rate | 86.6% | 64.1%+22.5pp | 78.2%+8.4pp | 72.0%+14.6pp |
| Annual return | 20.38% | 41.15%-20.8pp | 64.67%-44.3pp | 34.25%-13.9pp |
| Employer contribution / active EE | $2,213 | $1,851+19.6% | $4,672-52.6% | $3,034-27.1% |
| Participant deferral / active EE | $5,859 | $3,161+85.4% | $5,626+4.1% | $5,087+15.2% |
| Admin fee / account holder | $99 | $185-46.8% | $15,912-99.4% | $269-63.3% |