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 | $298,592 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $152,497 |
Filed as: TOWERS WATSON INVEST. SERVICES, INC Service code 16 · EIN 52-1868818 | Consulting | $112,860 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $37,801 |
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).
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 | $61,699 | $128,056-51.8% | $146,958-58.0% | $106,382-42.0% |
| Participation rate | 55.9% | 67.2%-11.3pp | 82.2%-26.3pp | 69.9%-14.0pp |
| Annual return | 15.47% | 17.89%-2.4pp | 418.34%-402.9pp | 17.37%-1.9pp |
| Employer contribution / active EE | $2,172 | $3,384-35.8% | $4,933-56.0% | $3,364-35.4% |
| Participant deferral / active EE | $5,004 | $7,674-34.8% | $8,070-38.0% | $5,569-10.1% |
| Admin fee / account holder | $47 | $89-46.7% | $12,998-99.6% | $79-40.4% |