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 |
|---|---|---|
DODSON, SHELTON & NELSON, PA5 years Service code 10 · EIN 56-1684013 | Accounting | $8,200 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $3,854 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,629 | $80,731+16.0% | $103,374-9.4% | $74,546+25.6% |
| Participation rate | 54.6% | 65.7%-11.0pp | 74.5%-19.9pp | 67.2%-12.6pp |
| Annual return | 12.26% | 27.56%-15.3pp | 24.89%-12.6pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $872 | $3,158-72.4% | $3,869-77.5% | $2,624-66.8% |
| Participant deferral / active EE | $3,390 | $3,860-12.2% | $5,058-33.0% | $4,347-22.0% |
| Admin fee / account holder | $93 | $2,369-96.1% | $8,394-98.9% | $1,944-95.2% |