Filed March 20, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 26-0070474 | Advisory (Plan) | $42,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,825 |
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 | $116,449 | $65,908+76.7% | $81,812+42.3% | $77,643+50.0% |
| Participation rate | 75.3% | 65.8%+9.5pp | 72.3%+3.0pp | 70.6%+4.7pp |
| Annual return | 17.31% | 26.64%-9.3pp | 773.79%-756.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,537 | $2,370+91.4% | $2,912+55.8% | $2,726+66.4% |
| Participant deferral / active EE | $6,527 | $3,505+86.2% | $4,319+51.1% | $4,647+40.5% |
| Admin fee / account holder | $254 | $526-51.8% | $7,386-96.6% | $430-41.1% |