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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,739 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,254 | $95,880+106.8% | $107,525+84.4% | $85,563+131.7% |
| Participation rate | 93.2% | 70.1%+23.1pp | 75.1%+18.1pp | 66.0%+27.2pp |
| Annual return | 19.45% | 68.06%-48.6pp | 181.32%-161.9pp | 31.51%-12.1pp |
| Employer contribution / active EE | $5,652 | $3,812+48.3% | $3,754+50.6% | $2,654+113.0% |
| Participant deferral / active EE | $10,418 | $4,201+148.0% | $5,116+103.6% | $4,375+138.1% |
| Admin fee / account holder | $34 | $1,025-96.6% | $8,919-99.6% | $834-95.9% |