Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $90,170 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $29,271 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,225 | $110,282-42.7% | $102,438-38.3% | $199,768-68.4% |
| Participation rate | 88.1% | 86.3%+1.8pp | 76.5%+11.6pp | 72.0%+16.1pp |
| Annual return | 20.66% | 35.75%-15.1pp | 29.37%-8.7pp | 34.26%-13.6pp |
| Employer contribution / active EE | $1,702 | $3,603-52.8% | $3,024-43.7% | $3,037-44.0% |
| Participant deferral / active EE | $4,858 | $6,376-23.8% | $5,054-3.9% | $5,090-4.5% |
| Admin fee / account holder | $111 | $122-9.1% | $9,448-98.8% | $269-58.7% |