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 | $84,556-2.8% | $116,228-29.3% | $74,304+10.7% |
| Participation rate | 78.5% | 66.0%+12.4pp | 74.6%+3.9pp | 60.3%+18.1pp |
| Annual return | 23.48% | 18.35%+5.1pp | 90.06%-66.6pp | 29.43%-6.0pp |
| Employer contribution / active EE | $5,207 | $2,168+140.2% | $2,994+73.9% | $2,241+132.3% |
| Participant deferral / active EE | $5,518 | $3,814+44.7% | $4,953+11.4% | $3,767+46.5% |
| Admin fee / account holder | $248 | $3,792-93.5% | $11,989-97.9% | $2,969-91.7% |