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 | $8,032 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,613 |
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 | $127,198 | $80,724+57.6% | $103,333+23.1% | $74,495+70.7% |
| Participation rate | 91.3% | 65.7%+25.6pp | 74.5%+16.8pp | 67.2%+24.1pp |
| Annual return | 13.77% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,626 | $3,157-16.8% | $3,868-32.1% | $2,623+0.1% |
| Participant deferral / active EE | $9,652 | $3,860+150.0% | $5,057+90.8% | $4,346+122.1% |
| Admin fee / account holder | $70 | $2,368-97.1% | $8,355-99.2% | $1,942-96.4% |