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 | $305,315 |
FINANCIAL ENGINES2 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $228,501 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $65,313 |
VEDDER PRICE8 years Filed as: VEDDERPRICE Service code 29 · EIN 36-3254526 | Legal | $38,526 |
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 | $210,859 | $145,877+44.5% | $150,045+40.5% | $102,872+105.0% |
| Participation rate | 94.0% | 79.8%+14.2pp | 82.3%+11.7pp | 73.0%+21.0pp |
| Annual return | 15.37% | 21.37%-6.0pp | 62.55%-47.2pp | 19.06%-3.7pp |
| Employer contribution / active EE | $3,288 | $4,710-30.2% | $4,693-29.9% | $3,526-6.8% |
| Participant deferral / active EE | $15,814 | $9,491+66.6% | $7,997+97.7% | $5,535+185.7% |
| Admin fee / account holder | $63 | $176-64.0% | $13,435-99.5% | $292-78.3% |