Filed March 13, 2023
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 | $90,861 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,464 |
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 | $67,896 | $2,679,533-97.5% | $164,813-58.8% | $199,593-66.0% |
| Participation rate | 94.5% | 78.3%+16.1pp | 78.6%+15.9pp | 72.0%+22.5pp |
| Annual return | 13.21% | 17.93%-4.7pp | 69.93%-56.7pp | 34.25%-21.0pp |
| Employer contribution / active EE | $1,404 | $2,970-52.7% | $4,341-67.7% | $3,034-53.7% |
| Participant deferral / active EE | $4,776 | $5,010-4.7% | $6,031-20.8% | $5,087-6.1% |
| Admin fee / account holder | $139 | $1,982-93.0% | $12,690-98.9% | $269-48.1% |