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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $212,809 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 36-2668272 | Investment Management | $178,881 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $17,996 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160200 | Accounting | $9,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,873 | $111,072-7.4% | $156,263-34.2% | $102,8720% |
| Participation rate | 89.9% | 80.1%+9.8pp | 78.9%+11.0pp | 73.0%+16.9pp |
| Annual return | 7.41% | 16.98%-9.6pp | 59.47%-52.1pp | 19.06%-11.6pp |
| Employer contribution / active EE | $2,150 | $4,017-46.5% | $4,333-50.4% | $3,526-39.0% |
| Participant deferral / active EE | $3,736 | $5,455-31.5% | $6,158-39.3% | $5,535-32.5% |
| Admin fee / account holder | $186 | $120+54.8% | $14,255-98.7% | $292-36.2% |