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 | $65,355 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $34,552 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,978 |
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 | $132,088 | $54,193+143.7% | $93,606+41.1% | $77,643+70.1% |
| Participation rate | 88.0% | 63.9%+24.0pp | 68.7%+19.2pp | 70.6%+17.4pp |
| Annual return | 18.29% | 30.54%-12.3pp | 133.20%-114.9pp | 31.24%-12.9pp |
| Employer contribution / active EE | $2,061 | $1,168+76.5% | $2,420-14.8% | $2,726-24.4% |
| Participant deferral / active EE | $5,663 | $3,144+80.1% | $4,411+28.4% | $4,647+21.9% |
| Admin fee / account holder | $218 | $576-62.0% | $8,285-97.4% | $430-49.2% |