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 | $35,307 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,098 |
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 | $42,555 | $50,815-16.3% | $155,509-72.6% | $77,643-45.2% |
| Participation rate | 77.7% | 63.1%+14.6pp | 78.2%-0.4pp | 70.6%+7.2pp |
| Annual return | 14.08% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,148 | $1,993+7.8% | $4,672-54.0% | $2,726-21.2% |
| Participant deferral / active EE | $4,215 | $2,822+49.4% | $5,626-25.1% | $4,647-9.3% |
| Admin fee / account holder | $110 | $437-74.8% | $15,912-99.3% | $430-74.4% |