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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,357 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,138 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $50,164 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,709 | $122,693+1.6% | $184,203-32.3% | $199,593-37.5% |
| Participation rate | 78.9% | 86.8%-7.9pp | 86.8%-7.9pp | 72.0%+6.9pp |
| Annual return | 16.58% | 143.91%-127.3pp | 28.81%-12.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $2,049 | $4,584-55.3% | $6,427-68.1% | $3,034-32.5% |
| Participant deferral / active EE | $8,335 | $7,990+4.3% | $9,131-8.7% | $5,087+63.9% |
| Admin fee / account holder | $186 | $121+53.9% | $13,901-98.7% | $269-31.0% |