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 | $34,374 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,635 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $4,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $30,475 | $44,897-32.1% | $84,966-64.1% | $199,593-84.7% |
| Participation rate | 13.1% | 45.7%-32.6pp | 67.5%-54.4pp | 72.0%-58.9pp |
| Annual return | 11.21% | 20.96%-9.8pp | 66.38%-55.2pp | 34.25%-23.0pp |
| Employer contribution / active EE | $562 | $1,365-58.8% | $2,727-79.4% | $3,034-81.5% |
| Participant deferral / active EE | $918 | $2,668-65.6% | $4,519-79.7% | $5,087-81.9% |
| Admin fee / account holder | $205 | $584-64.8% | $6,149-96.7% | $269-23.6% |