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 | $103,024-65.1% | $112,040-67.9% | $79,634-54.8% |
| Participation rate | 84.5% | 80.6%+3.9pp | 76.5%+8.0pp | 62.5%+22.0pp |
| Annual return | 14.90% | 17.60%-2.7pp | 24.52%-9.6pp | 36.46%-21.6pp |
| Employer contribution / active EE | $1,076 | $3,015-64.3% | $2,954-63.6% | $2,529-57.4% |
| Participant deferral / active EE | $3,086 | $5,233-41.0% | $5,098-39.5% | $3,835-19.5% |
| Admin fee / account holder | $164 | $465-64.8% | $12,098-98.6% | $1,002-83.7% |