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 | $6,219 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $36,348 | $66,457-45.3% | $81,382-55.3% | $77,643-53.2% |
| Participation rate | 77.9% | 68.7%+9.1pp | 69.5%+8.4pp | 70.6%+7.3pp |
| Annual return | 12.58% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $268 | $2,159-87.6% | $2,463-89.1% | $2,726-90.2% |
| Participant deferral / active EE | $1,703 | $3,679-53.7% | $3,883-56.1% | $4,647-63.4% |
| Admin fee / account holder | $16 | $583-97.3% | $5,768-99.7% | $430-96.3% |