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 | $418,661 |
Filed as: RW BAIRD Service code 27 · EIN 39-6037917 | Advisory (Plan) | $40,000 |
FRAZIER & DEETER, LLC11+ years Service code 10 · EIN 58-1433845 | Accounting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $81,119 | $74,933+8.3% | $154,803-47.6% | $117,739-31.1% |
| Participation rate | 69.4% | 64.5%+4.9pp | 78.1%-8.7pp | 76.6%-7.2pp |
| Annual return | 19.93% | 17.34%+2.6pp | 58.88%-39.0pp | 17.29%+2.6pp |
| Employer contribution / active EE | $1,603 | $2,316-30.8% | $4,305-62.8% | $3,746-57.2% |
| Participant deferral / active EE | $6,378 | $3,942+61.8% | $5,540+15.1% | $6,128+4.1% |
| Admin fee / account holder | $79 | $129-39.0% | $14,329-99.4% | $112-29.5% |