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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC8 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $112,443 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,718 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $7,350 |
FORVIS MAZARS, LLP2 years Filed as: MAZARS US LLP Service code 10 · EIN 13-1459550 | Accounting | $7,280 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,429 | $92,055-24.6% | $106,213-34.6% | $77,643-10.6% |
| Participation rate | 80.0% | 81.0%-1.0pp | 75.3%+4.7pp | 70.6%+9.4pp |
| Annual return | 14.78% | 17.91%-3.1pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,005 | $3,367-40.4% | $3,171-36.8% | $2,726-26.4% |
| Participant deferral / active EE | $4,065 | $5,386-24.5% | $5,016-19.0% | $4,647-12.5% |
| Admin fee / account holder | $167 | $219-23.8% | $11,033-98.5% | $430-61.2% |