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 | $82,620 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,724 | $106,028-27.6% | $146,958-47.8% | $77,643-1.2% |
| Participation rate | 91.4% | 78.4%+13.0pp | 82.2%+9.3pp | 70.6%+20.8pp |
| Annual return | 18.43% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $1,627 | $4,063-59.9% | $4,933-67.0% | $2,726-40.3% |
| Participant deferral / active EE | $10,440 | $7,990+30.7% | $8,070+29.4% | $4,647+124.6% |
| Admin fee / account holder | $241 | $337-28.7% | $12,998-98.1% | $430-44.1% |