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 | $333,947 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $93,000 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $84,679 |
WINDHAM BRANNON9 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $7,500 |
ELLIOTT GROUP CPAS, PLLC1 year Service code 10 · EIN 45-4771754 | Accounting | $5,000 |
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 | $70,526 | $117,739-40.1% | $136,749-48.4% | $117,739-40.1% |
| Participation rate | 94.2% | 76.6%+17.6pp | 72.1%+22.1pp | 76.6%+17.6pp |
| Annual return | 17.40% | 17.29%+0.1pp | 24.33%-6.9pp | 17.29%+0.1pp |
| Employer contribution / active EE | $2,253 | $3,746-39.8% | $3,400-33.7% | $3,746-39.8% |
| Participant deferral / active EE | $5,476 | $6,128-10.6% | $4,692+16.7% | $6,128-10.6% |
| Admin fee / account holder | $60 | $112-46.0% | $11,386-99.5% | $112-46.0% |