Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $6,695 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,658 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,844 | $85,515-16.0% | $112,040-35.9% | $67,986+5.7% |
| Participation rate | 94.2% | 68.2%+25.9pp | 76.5%+17.7pp | 57.2%+36.9pp |
| Annual return | 22.69% | 29.68%-7.0pp | 24.52%-1.8pp | 31.67%-9.0pp |
| Employer contribution / active EE | $2,067 | $2,191-5.7% | $2,954-30.0% | $2,019+2.4% |
| Participant deferral / active EE | $4,547 | $4,014+13.3% | $5,098-10.8% | $3,358+35.4% |
| Admin fee / account holder | $71 | $3,774-98.1% | $12,098-99.4% | $3,203-97.8% |