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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $349,000 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $130,800 |
NEPC, LLC2+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $123,100 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $49,900 |
DICKINSON WRIGHT2+ years Service code 29 · EIN 38-1364333 | Legal | $30,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,782 | $80,211+186.5% | $74,183+209.7% | $63,975+259.2% |
| Participation rate | 99.8% | 84.2%+15.7pp | 76.6%+23.2pp | 71.1%+28.7pp |
| Annual return | 7.52% | 14.13%-6.6pp | 17.74%-10.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $8,446 | $2,553+230.8% | $2,370+256.4% | $2,182+287.1% |
| Participant deferral / active EE | $13,549 | $4,370+210.0% | $3,550+281.7% | $3,356+303.7% |
| Admin fee / account holder | $96 | $67+43.3% | $5,586-98.3% | $70+36.8% |