Filed January 14, 2025
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $87,954 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,836 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,725 | $129,021-29.7% | $184,203-50.7% | $77,643+16.8% |
| Participation rate | 95.2% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 14.31% | 33.27%-19.0pp | 28.81%-14.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,042 | $4,413-8.4% | $6,427-37.1% | $2,726+48.3% |
| Participant deferral / active EE | $4,486 | $7,297-38.5% | $9,131-50.9% | $4,647-3.5% |
| Admin fee / account holder | $225 | $254-11.4% | $13,901-98.4% | $430-47.7% |