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 | $96,024 |
EISNERAMPER LLP4 years Service code 10 · EIN 87-1363769 | Accounting | $37,440 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,412 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $369,339 | $129,021+186.3% | $184,203+100.5% | $77,643+375.7% |
| Participation rate | 91.3% | 87.3%+3.9pp | 86.8%+4.5pp | 70.6%+20.7pp |
| Annual return | 17.86% | 33.27%-15.4pp | 28.81%-11.0pp | 31.24%-13.4pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $25,655 | $7,297+251.6% | $9,131+181.0% | $4,647+452.0% |
| Admin fee / account holder | $108 | $254-57.6% | $13,901-99.2% | $430-75.0% |