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 | $42,341 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,609 |
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 | $221,988 | $106,028+109.4% | $146,958+51.1% | $77,643+185.9% |
| Participation rate | 94.3% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 17.42% | 56.73%-39.3pp | 418.34%-400.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $10,944 | $4,063+169.3% | $4,933+121.8% | $2,726+301.5% |
| Participant deferral / active EE | $18,633 | $7,990+133.2% | $8,070+130.9% | $4,647+300.9% |
| Admin fee / account holder | $67 | $337-80.1% | $12,998-99.5% | $430-84.4% |