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 |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT Service code 27 · EIN 32-0483695 | Advisory (Plan) | $23,528 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $16,640 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,191 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,695 | $59,417-16.4% | $93,606-46.9% | $74,495-33.3% |
| Participation rate | 74.2% | 59.7%+14.5pp | 68.7%+5.5pp | 67.2%+7.0pp |
| Annual return | 9.71% | 81.83%-72.1pp | 133.20%-123.5pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,027 | $1,264-18.7% | $2,420-57.6% | $2,623-60.8% |
| Participant deferral / active EE | $4,632 | $3,050+51.9% | $4,411+5.0% | $4,346+6.6% |
| Admin fee / account holder | $201 | $3,021-93.3% | $8,285-97.6% | $1,942-89.6% |