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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $86,121 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,331 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,701 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,968 | $98,727-63.6% | $113,168-68.2% | $85,563-58.0% |
| Participation rate | 84.5% | 80.8%+3.6pp | 76.6%+7.9pp | 66.0%+18.5pp |
| Annual return | 14.90% | 17.43%-2.5pp | 24.27%-9.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,076 | $2,907-63.0% | $2,975-63.8% | $2,654-59.4% |
| Participant deferral / active EE | $3,086 | $5,424-43.1% | $5,107-39.6% | $4,375-29.5% |
| Admin fee / account holder | $164 | $357-54.2% | $12,068-98.6% | $834-80.4% |