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 | $54,045 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,017 |
PBMARES, LLP4 years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $21,525 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,459 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,921 | $89,436-41.9% | $164,813-68.5% | $77,643-33.1% |
| Participation rate | 91.9% | 78.6%+13.3pp | 78.6%+13.3pp | 70.6%+21.3pp |
| Annual return | 13.03% | 28.83%-15.8pp | 69.93%-56.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $24 | $2,569-99.0% | $4,341-99.4% | $2,726-99.1% |
| Participant deferral / active EE | $4,681 | $4,897-4.4% | $6,031-22.4% | $4,647+0.7% |
| Admin fee / account holder | $173 | $339-48.9% | $12,690-98.6% | $430-59.7% |