Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,242 | $63,904+70.9% | $89,340+22.3% | $67,986+60.7% |
| Participation rate | 69.7% | 54.3%+15.4pp | 69.6%+0.1pp | 57.2%+12.5pp |
| Annual return | 13.06% | 18.09%-5.0pp | 20.57%-7.5pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,813 | $1,627+11.4% | $2,231-18.7% | $2,019-10.2% |
| Participant deferral / active EE | $4,294 | $2,691+59.6% | $3,823+12.3% | $3,358+27.9% |
| Admin fee / account holder | $174 | $3,315-94.8% | $6,704-97.4% | $3,203-94.6% |