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 | $124,333 |
Service code 16 · EIN 20-8532658 | Consulting | $69,056 |
C.JIM CHEN ACCOUNTANCY CORP4 years Service code 10 · EIN 95-3648267 | Accounting | $52,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,381 | $67,679+20.2% | $155,509-47.7% | $99,062-17.8% |
| Participation rate | 68.0% | 67.2%+0.8pp | 78.2%-10.2pp | 71.6%-3.6pp |
| Annual return | 15.70% | 16.16%-0.5pp | 64.67%-49.0pp | 17.66%-2.0pp |
| Employer contribution / active EE | $1,568 | $2,268-30.9% | $4,672-66.4% | $3,262-51.9% |
| Participant deferral / active EE | $6,005 | $3,828+56.8% | $5,626+6.7% | $5,331+12.6% |
| Admin fee / account holder | $27 | $94-70.8% | $15,912-99.8% | $109-74.9% |