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 |
|---|---|---|
FINANCIAL ENGINES5 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $95,569 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $43,534 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $24,937 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN COMPANIES INC Service code 16 · EIN 36-2668272 | Consulting | $20,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,318 | $81,357-38.2% | $75,972-33.8% | $199,593-74.8% |
| Participation rate | 96.5% | 69.9%+26.6pp | 69.1%+27.5pp | 72.0%+24.5pp |
| Annual return | 15.25% | 16.32%-1.1pp | 359.55%-344.3pp | 34.25%-19.0pp |
| Employer contribution / active EE | $2,537 | $3,341-24.1% | $2,685-5.5% | $3,034-16.4% |
| Participant deferral / active EE | $4,654 | $4,710-1.2% | $4,255+9.4% | $5,087-8.5% |
| Admin fee / account holder | $46 | $144-68.2% | $6,467-99.3% | $269-82.9% |