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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-6568107 | Contract Administrator | $848,265 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $724,100 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $20,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,525 | $168,231+226.6% | $67,834+710.1% | $63,975+759.0% |
| Participation rate | 98.4% | 66.8%+31.6pp | 68.8%+29.6pp | 71.1%+27.3pp |
| Annual return | 6.26% | 11.76%-5.5pp | 138.47%-132.2pp | 48.65%-42.4pp |
| Employer contribution / active EE | $28,941 | $1,907+1417.5% | $2,403+1104.2% | $2,182+1226.6% |
| Participant deferral / active EE | $599 | $2,827-78.8% | $3,160-81.1% | $3,356-82.2% |
| Admin fee / account holder | $109 | $81+35.1% | $4,622-97.6% | $70+54.5% |