Filed May 14, 2025
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 | $56,408 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,749 |
Form 5500 reported that benefits due were not provided when due.
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 | $65,320 | $53,136+22.9% | $155,509-58.0% | $199,593-67.3% |
| Participation rate | 89.8% | 64.1%+25.7pp | 78.2%+11.6pp | 72.0%+17.8pp |
| Annual return | 14.52% | 41.15%-26.6pp | 64.67%-50.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,599 | $1,851-13.6% | $4,672-65.8% | $3,034-47.3% |
| Participant deferral / active EE | $4,921 | $3,161+55.7% | $5,626-12.5% | $5,087-3.3% |
| Admin fee / account holder | $58 | $185-68.7% | $15,912-99.6% | $269-78.4% |