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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,485 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,736 |
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 | $78,556 | $241,101-67.4% | $103,333-24.0% | $199,593-60.6% |
| Participation rate | 85.3% | 78.3%+7.0pp | 74.5%+10.8pp | 72.0%+13.3pp |
| Annual return | 16.24% | 17.80%-1.6pp | 24.88%-8.6pp | 34.25%-18.0pp |
| Employer contribution / active EE | $3,367 | $4,244-20.7% | $3,868-12.9% | $3,034+11.0% |
| Participant deferral / active EE | $7,779 | $3,958+96.5% | $5,057+53.8% | $5,087+52.9% |
| Admin fee / account holder | $29 | $288-89.8% | $8,355-99.7% | $269-89.1% |