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 | $12,419 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,991 |
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 | $30,592 | $58,644-47.8% | $177,989-82.8% | $199,593-84.7% |
| Participation rate | 72.6% | 65.5%+7.2pp | 77.1%-4.4pp | 72.0%+0.7pp |
| Annual return | 14.73% | 19.25%-4.5pp | 294.48%-279.8pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,032 | $1,801-42.7% | $3,949-73.9% | $3,034-66.0% |
| Participant deferral / active EE | $3,312 | $4,248-22.0% | $6,276-47.2% | $5,087-34.9% |
| Admin fee / account holder | $12 | $145-91.4% | $10,363-99.9% | $269-95.4% |