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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $73,062 |
COOK STREET CONSULTING6+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $28,715 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $24,078 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $193,109 | $100,801+91.6% | $149,696+29.0% | $73,409+163.1% |
| Participation rate | 87.7% | 77.7%+10.0pp | 82.5%+5.2pp | 72.2%+15.5pp |
| Annual return | 24.56% | 265.34%-240.8pp | 276.60%-252.0pp | 59.29%-34.7pp |
| Employer contribution / active EE | $1,105 | $3,312-66.6% | $4,644-76.2% | $2,234-50.5% |
| Participant deferral / active EE | $12,593 | $6,404+96.6% | $6,842+84.1% | $3,805+230.9% |
| Admin fee / account holder | $12 | $181-93.1% | $9,309-99.9% | $158-92.1% |