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 | $109,344 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,610 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $43,700 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 10 · EIN 54-0737372 | Accounting | $8,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,099 | $81,357+77.1% | $75,972+89.7% | $199,593-27.8% |
| Participation rate | 95.7% | 69.9%+25.8pp | 69.1%+26.7pp | 72.0%+23.8pp |
| Annual return | 13.83% | 16.32%-2.5pp | 359.55%-345.7pp | 34.25%-20.4pp |
| Employer contribution / active EE | $6,030 | $3,341+80.5% | $2,685+124.6% | $3,034+98.7% |
| Participant deferral / active EE | $9,359 | $4,710+98.7% | $4,255+119.9% | $5,087+84.0% |
| Admin fee / account holder | $115 | $144-20.3% | $6,467-98.2% | $269-57.2% |