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 | $39,337 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,000 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLEZTER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $13,000 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,219 | $80,705+1.9% | $115,768-29.0% | $67,986+20.9% |
| Participation rate | 78.5% | 63.0%+15.5pp | 74.4%+4.1pp | 57.2%+21.3pp |
| Annual return | 23.48% | 18.49%+5.0pp | 100.46%-77.0pp | 31.67%-8.2pp |
| Employer contribution / active EE | $5,207 | $2,046+154.5% | $2,940+77.1% | $2,019+157.9% |
| Participant deferral / active EE | $5,518 | $3,559+55.1% | $4,917+12.2% | $3,358+64.3% |
| Admin fee / account holder | $248 | $4,135-94.0% | $12,439-98.0% | $3,203-92.3% |