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 | $501,913 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $298,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,266 | $159,391-16.4% | $102,423+30.1% | $99,062+34.5% |
| Participation rate | 94.1% | 88.6%+5.6pp | 76.5%+17.6pp | 71.6%+22.5pp |
| Annual return | 16.31% | 19.03%-2.7pp | 29.32%-13.0pp | 17.66%-1.3pp |
| Employer contribution / active EE | $8,861 | $4,207+110.6% | $3,023+193.1% | $3,262+171.6% |
| Participant deferral / active EE | $8,631 | $7,498+15.1% | $5,053+70.8% | $5,331+61.9% |
| Admin fee / account holder | $101 | $159-36.3% | $9,451-98.9% | $109-7.0% |