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 |
|---|---|---|
BCG SECURITIES7 years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $67,692 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,390 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,947 | $88,890-67.4% | $102,423-71.7% | $77,643-62.7% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.5%+14.7pp | 70.6%+20.6pp |
| Annual return | 14.13% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,812 | $2,698-32.8% | $3,023-40.1% | $2,726-33.5% |
| Participant deferral / active EE | $4,531 | $5,145-11.9% | $5,053-10.3% | $4,647-2.5% |
| Admin fee / account holder | $70 | $235-70.2% | $9,451-99.3% | $430-83.7% |