Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,254 | $92,224+115.0% | $105,223+88.4% | $79,634+149.0% |
| Participation rate | 93.2% | 69.2%+24.0pp | 75.0%+18.2pp | 62.5%+30.7pp |
| Annual return | 19.45% | 88.65%-69.2pp | 180.65%-161.2pp | 36.46%-17.0pp |
| Employer contribution / active EE | $5,652 | $3,965+42.5% | $3,689+53.2% | $2,529+123.5% |
| Participant deferral / active EE | $10,418 | $3,834+171.7% | $5,072+105.4% | $3,835+171.7% |
| Admin fee / account holder | $34 | $1,121-96.9% | $8,859-99.6% | $1,002-96.6% |