Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 10 · EIN 36-4001764 | Accounting | $56,250 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,804 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,848 |
Filed as: SVB WEALTH LLC Service code 10 · EIN 94-2875288 | Accounting | $33,902 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $12,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,150 | $106,110-5.6% | $147,005-31.9% | $77,671+28.9% |
| Participation rate | 81.0% | 78.4%+2.6pp | 82.2%-1.2pp | 70.6%+10.4pp |
| Annual return | 17.44% | 56.77%-39.3pp | 418.76%-401.3pp | 31.21%-13.8pp |
| Employer contribution / active EE | $4,048 | $4,065-0.4% | $4,934-18.0% | $2,726+48.5% |
| Participant deferral / active EE | $13,724 | $7,992+71.7% | $8,070+70.1% | $4,648+195.3% |
| Admin fee / account holder | $225 | $338-33.3% | $13,006-98.3% | $430-47.6% |