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 64 · EIN 04-2647786 | Recordkeeping Fees | $49,196 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $20,000 |
HARDING LOEVNER LP2 years Filed as: HARDING, SHYMANSKI & COMPANY, P.S. Service code 10 · EIN 35-1346211 | Accounting | $10,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,129 | $88,890-41.4% | $102,423-49.1% | $77,643-32.9% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.5%+16.1pp | 70.6%+22.0pp |
| Annual return | 13.00% | 24.98%-12.0pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $803 | $2,698-70.2% | $3,023-73.4% | $2,726-70.5% |
| Participant deferral / active EE | $4,336 | $5,145-15.7% | $5,053-14.2% | $4,647-6.7% |
| Admin fee / account holder | $225 | $235-4.5% | $9,451-97.6% | $430-47.8% |