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 INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $323,154 |
SCHWARTZ, STEINSAPIR, ET AL2 years Filed as: SCHWARTZ & COMPANY INVESTMENT ADVIS Service code 16 · EIN 38-2117812 | Consulting | $51,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,581 |
Filed as: SCHWARTZ & CO. Service code 27 · EIN 38-2117811 | Advisory (Plan) | $16,250 |
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 | $91,334 | $176,491-48.2% | $95,952-4.8% | $90,288+1.2% |
| Participation rate | 93.6% | 86.6%+7.0pp | 77.1%+16.5pp | 73.4%+20.3pp |
| Annual return | 18.19% | 20.14%-1.9pp | 91.61%-73.4pp | 53.97%-35.8pp |
| Employer contribution / active EE | $3,280 | $2,789+17.6% | $2,541+29.1% | $2,524+29.9% |
| Participant deferral / active EE | $4,476 | $5,340-16.2% | $4,167+7.4% | $4,232+5.7% |
| Admin fee / account holder | $67 | $154-56.2% | $6,795-99.0% | $114-40.9% |