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) | $63,250 |
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 & MCLEANNAN COMPANIES, INC. Service code 16 · EIN 36-2668272 | Consulting | $20,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $14,362 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,344 | $81,357+66.4% | $75,972+78.1% | $199,593-32.2% |
| Participation rate | 94.2% | 69.9%+24.3pp | 69.1%+25.2pp | 72.0%+22.2pp |
| Annual return | 6.53% | 16.32%-9.8pp | 359.55%-353.0pp | 34.25%-27.7pp |
| Employer contribution / active EE | $6,205 | $3,341+85.8% | $2,685+131.1% | $3,034+104.5% |
| Participant deferral / active EE | $13,161 | $4,710+179.4% | $4,255+209.3% | $5,087+158.7% |
| Admin fee / account holder | $59 | $144-59.3% | $6,467-99.1% | $269-78.1% |