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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,731 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,669 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $424,228 | $122,186+247.2% | $146,958+188.7% | $199,593+112.5% |
| Participation rate | 83.6% | 78.3%+5.3pp | 82.2%+1.4pp | 72.0%+11.6pp |
| Annual return | 17.12% | 30.56%-13.4pp | 418.34%-401.2pp | 34.25%-17.1pp |
| Employer contribution / active EE | $12,365 | $4,093+202.1% | $4,933+150.7% | $3,034+307.5% |
| Participant deferral / active EE | $10,929 | $8,502+28.5% | $8,070+35.4% | $5,087+114.9% |
| Admin fee / account holder | $124 | $179-30.8% | $12,998-99.0% | $269-54.0% |