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 |
|---|---|---|
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $18,093 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $13,440 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,529 |
Service code 28 · EIN 52-1542454 | Investment Management | $8,815 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $111,923 | $46,292+141.8% | $143,757-22.1% | $64,808+72.7% |
| Participation rate | 92.0% | 64.2%+27.8pp | 80.3%+11.7pp | 71.5%+20.6pp |
| Annual return | -17.11% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $13,126 | $2,646+396.2% | $5,637+132.9% | $4,310+204.5% |
| Admin fee / account holder | $84 | $154-45.2% | $14,673-99.4% | $188-55.1% |