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 | $225,768 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 41-1921960 | Advisory (Plan) | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,922 | $36,728+163.9% | $56,411+71.8% | $99,062-2.2% |
| Participation rate | 36.6% | 25.4%+11.2pp | 52.5%-15.9pp | 71.6%-35.0pp |
| Annual return | 14.75% | 14.66%+0.1pp | 1701.33%-1686.6pp | 17.66%-2.9pp |
| Employer contribution / active EE | $1,577 | $415+280.5% | $1,039+51.9% | $3,262-51.6% |
| Participant deferral / active EE | $2,770 | $1,058+161.9% | $1,952+41.9% | $5,331-48.0% |
| Admin fee / account holder | $58 | $113-48.4% | $2,829-97.9% | $109-46.4% |