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 | $520,603 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $396,152 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 14 · EIN 13-3891517 | Plan Administrator | $20,350 |
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 | $332,694 | $168,231+97.8% | $67,834+390.5% | $63,975+420.0% |
| Participation rate | 96.7% | 66.8%+29.9pp | 68.8%+28.0pp | 71.1%+25.6pp |
| Annual return | 6.74% | 11.76%-5.0pp | 138.47%-131.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $2,403-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $16,445 | $2,827+481.8% | $3,160+420.5% | $3,356+390.0% |
| Admin fee / account holder | $66 | $81-17.8% | $4,622-98.6% | $70-6.0% |