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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $64,157 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $177,503 | $51,878+242.2% | $68,368+159.6% | $79,634+122.9% |
| Participation rate | 78.7% | 53.7%+25.0pp | 73.8%+5.0pp | 62.5%+16.2pp |
| Annual return | 18.97% | 137.43%-118.5pp | 292.57%-273.6pp | 36.46%-17.5pp |
| Employer contribution / active EE | $3,111 | $1,931+61.1% | $2,649+17.5% | $2,529+23.0% |
| Participant deferral / active EE | $8,139 | $2,577+215.8% | $4,123+97.4% | $3,835+112.2% |
| Admin fee / account holder | $168 | $942-82.2% | $5,150-96.7% | $1,002-83.3% |