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 | $359,142 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $205,427 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP,LLC Service code 16 · EIN 37-6572947 | Consulting | $150,906 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT,LLC Service code 16 · EIN 45-4084437 | Consulting | $14,000 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,784 | $106,382+54.0% | $103,476+58.3% | $106,382+54.0% |
| Participation rate | 67.8% | 69.9%-2.0pp | 80.5%-12.7pp | 69.9%-2.0pp |
| Annual return | 18.41% | 17.37%+1.0pp | 23.90%-5.5pp | 17.37%+1.0pp |
| Employer contribution / active EE | $4,057 | $3,364+20.6% | $4,672-13.2% | $3,364+20.6% |
| Participant deferral / active EE | $5,957 | $5,569+7.0% | $6,623-10.1% | $5,569+7.0% |
| Admin fee / account holder | $52 | $79-34.6% | $9,413-99.4% | $79-34.6% |