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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS FIIOC Service code 37 · EIN 04-2647786 | Loan Processing | $3,778 |
INTERNAL REVENUS SERVICE1 year Service code 72 · EIN 61-1785662 | Other investment fees and expenses | $1,969 |
C3+ years Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,520 | $55,453+229.1% | $170,442+7.1% | $62,292+193.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.24% | 21.38%-5.1pp | 205.93%-189.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $6,989 | $2,164+223.0% | $5,433+28.6% | $2,042+242.2% |
| Participant deferral / active EE | $4,415 | $2,303+91.7% | $4,939-10.6% | $3,169+39.3% |
| Admin fee / account holder | $16 | $455-96.5% | $13,880-99.9% | $479-96.7% |