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 25 · EIN 04-2647786 | Directed Trustee | $165,346 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $47,500 |
CROWE LLP9+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $37,380 |
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 | $161,183 | $110,299+46.1% | $102,423+57.4% | $199,593-19.2% |
| Participation rate | 94.3% | 86.3%+8.1pp | 76.5%+17.8pp | 72.0%+22.4pp |
| Annual return | 14.52% | 35.73%-21.2pp | 29.32%-14.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $5,574 | $3,603+54.7% | $3,023+84.3% | $3,034+83.7% |
| Participant deferral / active EE | $8,510 | $6,376+33.5% | $5,053+68.4% | $5,087+67.3% |
| Admin fee / account holder | $106 | $122-13.4% | $9,451-98.9% | $269-60.6% |