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 47-1411118 | Advisory (Plan) | $52,113 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,217 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $8,566 |
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 | $85,471 | $106,028-19.4% | $146,958-41.8% | $77,643+10.1% |
| Participation rate | 93.8% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 18.04% | 56.73%-38.7pp | 418.34%-400.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $3,797 | $4,063-6.5% | $4,933-23.0% | $2,726+39.3% |
| Participant deferral / active EE | $8,942 | $7,990+11.9% | $8,070+10.8% | $4,647+92.4% |
| Admin fee / account holder | $214 | $337-36.7% | $12,998-98.4% | $430-50.4% |