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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $54,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $14,920 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $265 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,229 | $95,542+56.2% | $69,455+114.9% | $67,579+120.8% |
| Participation rate | 90.1% | 79.4%+10.7pp | 74.6%+15.5pp | 71.3%+18.8pp |
| Annual return | 16.58% | 17.67%-1.1pp | 28.97%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $3,495 | $2,989+16.9% | $2,779+25.8% | $2,148+62.7% |
| Participant deferral / active EE | $3,398 | $3,263+4.2% | $3,535-3.9% | $3,539-4.0% |
| Admin fee / account holder | $53 | $90-40.8% | $3,839-98.6% | $142-62.7% |