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 |
|---|---|---|
FIRST NATIONAL ADVISORS LLC2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,242 | $65,561+66.6% | $91,541+19.3% | $74,304+47.0% |
| Participation rate | 69.7% | 56.6%+13.1pp | 69.8%-0.1pp | 60.3%+9.3pp |
| Annual return | 13.06% | 17.68%-4.6pp | 20.50%-7.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,813 | $1,717+5.6% | $2,505-27.6% | $2,241-19.1% |
| Participant deferral / active EE | $4,294 | $2,918+47.1% | $4,008+7.1% | $3,767+14.0% |
| Admin fee / account holder | $174 | $3,333-94.8% | $6,956-97.5% | $2,969-94.1% |