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 | $135,881 |
VANTAGE FINANCIAL GROUP2 years Filed as: VANTAGE FINANCIAL GROUP INC Service code 27 · EIN 34-1051417 | Advisory (Plan) | $116,097 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,887 | $122,854-70.0% | $184,200-80.0% | $199,768-81.5% |
| Participation rate | 90.5% | 87.0%+3.4pp | 86.8%+3.7pp | 72.0%+18.5pp |
| Annual return | 22.68% | 143.99%-121.3pp | 28.80%-6.1pp | 34.26%-11.6pp |
| Employer contribution / active EE | $997 | $4,588-78.3% | $6,424-84.5% | $3,037-67.2% |
| Participant deferral / active EE | $6,338 | $7,995-20.7% | $9,132-30.6% | $5,090+24.5% |
| Admin fee / account holder | $98 | $120-18.6% | $13,907-99.3% | $269-63.6% |