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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $123,940 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-0349945 | Accounting | $12,155 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,855 | $119,446+17.1% | $150,045-6.8% | $85,563+63.5% |
| Participation rate | 97.4% | 75.4%+21.9pp | 82.3%+15.0pp | 66.0%+31.4pp |
| Annual return | 12.74% | 23.72%-11.0pp | 62.55%-49.8pp | 31.51%-18.8pp |
| Employer contribution / active EE | $5,318 | $4,078+30.4% | $4,693+13.3% | $2,654+100.4% |
| Participant deferral / active EE | $13,942 | $7,985+74.6% | $7,997+74.3% | $4,375+218.7% |
| Admin fee / account holder | $132 | $548-75.9% | $13,435-99.0% | $834-84.2% |