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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,040,569 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $755,991 |
Filed as: CAPFINANCIAL Service code 16 · EIN 26-0058143 | Consulting | $105,000 |
FIDUCIARY INVESTMENT ADVISORS10+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $19,572 |
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 | $169,918 | $178,759-4.9% | $102,423+65.9% | $106,382+59.7% |
| Participation rate | 84.7% | 91.3%-6.6pp | 76.5%+8.2pp | 69.9%+14.8pp |
| Annual return | 18.27% | 17.23%+1.0pp | 29.32%-11.1pp | 17.37%+0.9pp |
| Employer contribution / active EE | $6,497 | $5,750+13.0% | $3,023+114.9% | $3,364+93.2% |
| Participant deferral / active EE | $14,153 | $9,466+49.5% | $5,053+180.1% | $5,569+154.2% |
| Admin fee / account holder | $96 | $62+54.8% | $9,451-99.0% | $79+21.4% |