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 37 · EIN 04-2647786 | Loan Processing | $332,569 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $7,465 |
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,072 | $83,057-60.2% | $143,757-77.0% | $89,394-63.0% |
| Participation rate | 80.9% | 74.0%+6.9pp | 80.3%+0.6pp | 71.3%+9.7pp |
| Annual return | -12.95% | -13.97%+1.0pp | -0.04%-12.9pp | -11.89%-1.1pp |
| Employer contribution / active EE | $1,781 | $2,095-15.0% | $4,951-64.0% | $3,022-41.1% |
| Participant deferral / active EE | $4,372 | $4,281+2.1% | $5,637-22.4% | $5,123-14.7% |
| Admin fee / account holder | $25 | $83-70.0% | $14,673-99.8% | $79-68.7% |