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 | $32,159 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER LLC Service code 10 · EIN 87-1363769 | Accounting | $16,066 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,957 |
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 | $100,511 | $106,028-5.2% | $146,958-31.6% | $77,643+29.5% |
| Participation rate | 87.8% | 78.4%+9.5pp | 82.2%+5.7pp | 70.6%+17.3pp |
| Annual return | 18.78% | 56.73%-38.0pp | 418.34%-399.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $3,768 | $4,063-7.3% | $4,933-23.6% | $2,726+38.2% |
| Participant deferral / active EE | $10,772 | $7,990+34.8% | $8,070+33.5% | $4,647+131.8% |
| Admin fee / account holder | $152 | $337-55.0% | $12,998-98.8% | $430-64.7% |