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 |
|---|---|---|
REED SMITH LLP8+ years Service code 29 · EIN 25-0749630 | Legal | $28,406 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $23,310 |
Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,888 | $136,266-6.1% | $90,749+40.9% | $77,904+64.2% |
| Participation rate | 91.5% | 86.6%+4.8pp | 75.7%+15.8pp | 73.7%+17.8pp |
| Annual return | -14.37% | -11.32%-3.0pp | -12.16%-2.2pp | 12.21%-26.6pp |
| Employer contribution / active EE | $3,661 | $4,215-13.1% | $2,921+25.4% | $2,848+28.6% |
| Participant deferral / active EE | $6,582 | $6,353+3.6% | $4,564+44.2% | $4,806+37.0% |
| Admin fee / account holder | -$26 | $399-106.6% | $8,445-100.3% | $133-119.8% |