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 |
|---|---|---|
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $29,085 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,757 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,613 |
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 | $74,749 | $88,890-15.9% | $102,423-27.0% | $77,643-3.7% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.6pp |
| Annual return | 15.11% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,893 | $2,698+7.2% | $3,023-4.3% | $2,726+6.1% |
| Participant deferral / active EE | $5,753 | $5,145+11.8% | $5,053+13.9% | $4,647+23.8% |
| Admin fee / account holder | $150 | $235-36.4% | $9,451-98.4% | $430-65.2% |