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 | $238,724 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,397 |
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP, LLC Service code 27 · EIN 01-0944247 | Advisory (Plan) | $28,125 |
Service code 10 · EIN 45-5514068 | Accounting | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,839 | $128,056-53.3% | $146,958-59.3% | $106,382-43.8% |
| Participation rate | 47.2% | 67.2%-20.0pp | 82.2%-34.9pp | 69.9%-22.7pp |
| Annual return | 19.26% | 17.89%+1.4pp | 418.34%-399.1pp | 17.37%+1.9pp |
| Employer contribution / active EE | $0 | $3,384-100.0% | $4,933-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $4,250 | $7,674-44.6% | $8,070-47.3% | $5,569-23.7% |
| Admin fee / account holder | $35 | $89-60.3% | $12,998-99.7% | $79-55.6% |