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 |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $53,732 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,862 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,576 | $92,090-20.1% | $106,201-30.7% | $77,671-5.3% |
| Participation rate | 84.4% | 81.0%+3.3pp | 75.3%+9.1pp | 70.6%+13.8pp |
| Annual return | 15.67% | 17.89%-2.2pp | 116.26%-100.6pp | 31.21%-15.5pp |
| Employer contribution / active EE | $978 | $3,368-71.0% | $3,170-69.1% | $2,726-64.1% |
| Participant deferral / active EE | $3,719 | $5,386-31.0% | $5,012-25.8% | $4,648-20.0% |
| Admin fee / account holder | $146 | $219-33.3% | $11,039-98.7% | $430-66.1% |