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 | $52,462 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,949 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,149 |
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 | $79,103 | $106,110-25.5% | $147,005-46.2% | $77,671+1.8% |
| Participation rate | 77.2% | 78.4%-1.2pp | 82.2%-5.0pp | 70.6%+6.6pp |
| Annual return | 17.98% | 56.77%-38.8pp | 418.76%-400.8pp | 31.21%-13.2pp |
| Employer contribution / active EE | $2,819 | $4,065-30.6% | $4,934-42.9% | $2,726+3.4% |
| Participant deferral / active EE | $10,720 | $7,992+34.1% | $8,070+32.8% | $4,648+130.6% |
| Admin fee / account holder | $209 | $338-38.0% | $13,006-98.4% | $430-51.4% |