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 | $69,914 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $57,964 |
Filed as: REA & ASSOCIATES Service code 16 · EIN 34-1310124 | Consulting | $10,345 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $10,000 |
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 | $58,083 | $89,465-35.1% | $164,866-64.8% | $77,671-25.2% |
| Participation rate | 89.8% | 78.6%+11.2pp | 78.6%+11.2pp | 70.6%+19.2pp |
| Annual return | 20.04% | 28.81%-8.8pp | 69.97%-49.9pp | 31.21%-11.2pp |
| Employer contribution / active EE | $1,615 | $2,568-37.1% | $4,343-62.8% | $2,726-40.8% |
| Participant deferral / active EE | $7,746 | $4,897+58.2% | $6,033+28.4% | $4,648+66.7% |
| Admin fee / account holder | $223 | $340-34.4% | $12,689-98.2% | $430-48.2% |