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 | $61,058+190.7% | $71,209+149.3% | $85,563+107.5% |
| Participation rate | 78.7% | 58.6%+20.2pp | 73.8%+5.0pp | 66.0%+12.8pp |
| Annual return | 18.97% | 100.41%-81.4pp | 282.51%-263.5pp | 31.51%-12.5pp |
| Employer contribution / active EE | $3,111 | $2,199+41.5% | $2,721+14.3% | $2,654+17.2% |
| Participant deferral / active EE | $8,139 | $3,173+156.5% | $4,175+94.9% | $4,375+86.0% |
| Admin fee / account holder | $168 | $855-80.4% | $5,349-96.9% | $834-79.9% |