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 | $122,186-57.8% | $146,958-64.9% | $199,593-74.1% |
| Participation rate | 78.4% | 78.3%+0.2pp | 82.2%-3.7pp | 72.0%+6.5pp |
| Annual return | 17.54% | 30.56%-13.0pp | 418.34%-400.8pp | 34.25%-16.7pp |
| Employer contribution / active EE | $817 | $4,093-80.0% | $4,933-83.4% | $3,034-73.1% |
| Participant deferral / active EE | $4,003 | $8,502-52.9% | $8,070-50.4% | $5,087-21.3% |
| Admin fee / account holder | $172 | $179-3.5% | $12,998-98.7% | $269-35.8% |