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 4-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 | Loan Processing | $24,236 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $547 |
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 | $30,120 | $56,485-46.7% | $185,823-83.8% | $86,799-65.3% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 25.20% | 118.04%-92.8pp | 122.05%-96.9pp | 97.91%-72.7pp |
| Employer contribution / active EE | $1,700 | $1,843-7.8% | $5,167-67.1% | $2,405-29.3% |
| Participant deferral / active EE | $2,558 | $2,553+0.2% | $5,568-54.1% | $4,131-38.1% |
| Admin fee / account holder | $63 | $150-57.6% | $16,237-99.6% | $170-62.6% |