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 14 · EIN 04-2647786 | Plan Administrator | $1,356,254 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $864,879 |
HR INVESTMENT CONSULTANTS INC10+ years Filed as: HR INVESTMENT CONSULTANTS Service code 16 · EIN 52-1662003 | Consulting | $56,000 |
TORRILLO & ASSOCIATES, LLC10+ years Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 | Accounting | $34,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,509 | $73,283-6.5% | $155,509-55.9% | $106,382-35.6% |
| Participation rate | 59.3% | 73.3%-13.9pp | 78.2%-18.8pp | 69.9%-10.5pp |
| Annual return | 14.65% | 15.77%-1.1pp | 64.67%-50.0pp | 17.37%-2.7pp |
| Employer contribution / active EE | $670 | $2,247-70.2% | $4,672-85.7% | $3,364-80.1% |
| Participant deferral / active EE | $4,747 | $4,580+3.6% | $5,626-15.6% | $5,569-14.8% |
| Admin fee / account holder | $55 | $56-2.5% | $15,912-99.7% | $79-31.0% |