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 | $96,261 |
Filed as: CERITY PARTNERS RETIREMENT PLAN Service code 27 · EIN 35-2467663 | Advisory (Plan) | $62,656 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,661 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,600 | $122,259-57.8% | $147,005-64.9% | $199,768-74.2% |
| Participation rate | 78.4% | 78.3%+0.2pp | 82.2%-3.7pp | 72.0%+6.4pp |
| Annual return | 17.54% | 30.58%-13.0pp | 418.76%-401.2pp | 34.26%-16.7pp |
| Employer contribution / active EE | $817 | $4,097-80.1% | $4,934-83.4% | $3,037-73.1% |
| Participant deferral / active EE | $4,003 | $8,504-52.9% | $8,070-50.4% | $5,090-21.3% |
| Admin fee / account holder | $172 | $179-3.6% | $13,006-98.7% | $269-35.9% |