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 | $218,900 |
Filed as: FIDELITY MGMT TRUST CO Service code 19 · EIN 04-3022712 | Securities Custodian | $133,700 |
NEPC, LLC5+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $125,400 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $50,300 |
DICKINSON WRIGHT5+ years Service code 29 · EIN 38-1364333 | Legal | $6,800 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,336 | $105,247+113.2% | $87,100+157.6% | $77,787+188.4% |
| Participation rate | 99.4% | 85.8%+13.6pp | 76.9%+22.6pp | 73.2%+26.2pp |
| Annual return | 19.07% | 24.52%-5.4pp | 28.19%-9.1pp | 32.57%-13.5pp |
| Employer contribution / active EE | $8,556 | $2,895+195.6% | $2,521+239.4% | $2,504+241.6% |
| Participant deferral / active EE | $13,449 | $5,060+165.8% | $4,049+232.2% | $3,967+239.0% |
| Admin fee / account holder | $151 | $104+44.9% | $7,497-98.0% | $100+51.2% |