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 | $37,860 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $18,000 |
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 | $32,025 | $44,960-28.8% | $84,966-62.3% | $74,495-57.0% |
| Participation rate | 91.9% | 49.4%+42.5pp | 67.5%+24.4pp | 67.2%+24.7pp |
| Annual return | 11.65% | 26.24%-14.6pp | 66.38%-54.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,581 | $1,457+8.5% | $2,727-42.0% | $2,623-39.7% |
| Participant deferral / active EE | $5,069 | $2,731+85.6% | $4,519+12.2% | $4,346+16.6% |
| Admin fee / account holder | $271 | $2,209-87.7% | $6,149-95.6% | $1,942-86.0% |