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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $988,928 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,569 |
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 | $50,451 | $140,769-64.2% | $150,045-66.4% | $140,769-64.2% |
| Participation rate | 87.7% | 74.2%+13.6pp | 82.3%+5.4pp | 74.2%+13.6pp |
| Annual return | 15.63% | 16.82%-1.2pp | 62.55%-46.9pp | 16.82%-1.2pp |
| Employer contribution / active EE | $1,170 | $3,906-70.1% | $4,693-75.1% | $3,906-70.1% |
| Participant deferral / active EE | $3,729 | $6,717-44.5% | $7,997-53.4% | $6,717-44.5% |
| Admin fee / account holder | $50 | $229-78.4% | $13,435-99.6% | $229-78.4% |