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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $69,274 |
STONE HILL FIDUCIARY MANAGEMENT LL11+ years Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $42,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,967 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,441 | $98,727-36.8% | $113,168-44.8% | $85,563-27.0% |
| Participation rate | 76.2% | 80.8%-4.6pp | 76.6%-0.3pp | 66.0%+10.3pp |
| Annual return | 14.89% | 17.43%-2.5pp | 24.27%-9.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,759 | $2,907-39.5% | $2,975-40.9% | $2,654-33.7% |
| Participant deferral / active EE | $6,317 | $5,424+16.5% | $5,107+23.7% | $4,375+44.4% |
| Admin fee / account holder | $178 | $357-50.1% | $12,068-98.5% | $834-78.7% |