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 | $106,710 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,763 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $31,700 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,621 | $122,186+153.4% | $146,958+110.7% | $199,593+55.1% |
| Participation rate | 96.6% | 78.3%+18.3pp | 82.2%+14.4pp | 72.0%+24.6pp |
| Annual return | 16.98% | 30.56%-13.6pp | 418.34%-401.4pp | 34.25%-17.3pp |
| Employer contribution / active EE | $12,131 | $4,093+196.4% | $4,933+145.9% | $3,034+299.8% |
| Participant deferral / active EE | $12,639 | $8,502+48.7% | $8,070+56.6% | $5,087+148.5% |
| Admin fee / account holder | $97 | $179-45.7% | $12,998-99.3% | $269-63.9% |