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 | $91,654 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,524 | $50,815+84.1% | $155,509-39.9% | $77,643+20.5% |
| Participation rate | 58.8% | 63.1%-4.3pp | 78.2%-19.4pp | 70.6%-11.8pp |
| Annual return | 15.90% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,464 | $1,993-26.5% | $4,672-68.7% | $2,726-46.3% |
| Participant deferral / active EE | $5,485 | $2,822+94.4% | $5,626-2.5% | $4,647+18.0% |
| Admin fee / account holder | $155 | $437-64.5% | $15,912-99.0% | $430-63.9% |