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 |
|---|---|---|
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $55,125 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,146 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$84,321 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,724 | $2,679,533-97.4% | $164,813-57.7% | $199,593-65.1% |
| Participation rate | 80.4% | 78.3%+2.1pp | 78.6%+1.8pp | 72.0%+8.4pp |
| Annual return | 19.54% | 17.93%+1.6pp | 69.93%-50.4pp | 34.25%-14.7pp |
| Employer contribution / active EE | $1,066 | $2,970-64.1% | $4,341-75.4% | $3,034-64.9% |
| Participant deferral / active EE | $2,956 | $5,010-41.0% | $6,031-51.0% | $5,087-41.9% |
| Admin fee / account holder | $8 | $1,982-99.6% | $12,690-99.9% | $269-96.9% |