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 | $234,327 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $164,355 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $141,396 |
ICE MILLER LLP5 years Service code 29 · EIN 35-0874357 | Legal | $56,791 |
AAFCPAS, INC.3 years Filed as: AAFCPAS INC Service code 10 · EIN 04-2571780 | Accounting | $21,000 |
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 | $117,305 | $115,744+1.3% | $100,391+16.8% | $199,593-41.2% |
| Participation rate | 93.8% | 85.7%+8.1pp | 81.5%+12.3pp | 72.0%+21.8pp |
| Annual return | 21.31% | 17.79%+3.5pp | 49.20%-27.9pp | 34.25%-12.9pp |
| Employer contribution / active EE | $2,431 | $3,657-33.5% | $3,942-38.3% | $3,034-19.9% |
| Participant deferral / active EE | $8,101 | $9,844-17.7% | $8,082+0.2% | $5,087+59.3% |
| Admin fee / account holder | $95 | $93+2.2% | $7,899-98.8% | $269-64.7% |