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 | $70,456 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $27,300 |
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 | $98,022 | $122,186-19.8% | $146,958-33.3% | $199,593-50.9% |
| Participation rate | 98.3% | 78.3%+20.0pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 21.87% | 30.56%-8.7pp | 418.34%-396.5pp | 34.25%-12.4pp |
| Employer contribution / active EE | $4,905 | $4,093+19.8% | $4,933-0.6% | $3,034+61.7% |
| Participant deferral / active EE | $18,584 | $8,502+118.6% | $8,070+130.3% | $5,087+265.3% |
| Admin fee / account holder | $15 | $179-91.6% | $12,998-99.9% | $269-94.4% |