Filed December 30, 2021
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 |
|---|---|---|
Service code 27 · EIN 37-1707957 | Advisory (Plan) | $62,793 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,565 | $132,049+26.9% | $200,582-16.5% | $74,304+125.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 86.9%+0.6pp | 60.3%+27.2pp |
| Annual return | 14.42% | 22.22%-7.8pp | 42.33%-27.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,559 | $4,558-43.8% | $6,419-60.1% | $2,241+14.2% |
| Participant deferral / active EE | $7,294 | $7,213+1.1% | $9,331-21.8% | $3,767+93.6% |
| Admin fee / account holder | $557 | $2,405-76.8% | $16,305-96.6% | $2,969-81.2% |