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 | $46,555 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,473 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,551 | $129,021-29.8% | $184,203-50.8% | $77,643+16.6% |
| Participation rate | 83.2% | 87.3%-4.1pp | 86.8%-3.6pp | 70.6%+12.6pp |
| Annual return | 17.42% | 33.27%-15.9pp | 28.81%-11.4pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,845 | $4,413-35.5% | $6,427-55.7% | $2,726+4.4% |
| Participant deferral / active EE | $5,474 | $7,297-25.0% | $9,131-40.1% | $4,647+17.8% |
| Admin fee / account holder | $101 | $254-60.2% | $13,901-99.3% | $430-76.5% |