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 |
|---|---|---|
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE DIMENSIONS, LLC Service code 10 · EIN 26-3429295 | Accounting | $10,121 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,789 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $4,812 |
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 | $28,574 | $80,731-64.6% | $103,374-72.4% | $74,546-61.7% |
| Participation rate | 70.8% | 65.7%+5.2pp | 74.5%-3.7pp | 67.2%+3.6pp |
| Annual return | 15.57% | 27.56%-12.0pp | 24.89%-9.3pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,562 | $3,158-18.9% | $3,869-33.8% | $2,624-2.4% |
| Participant deferral / active EE | $3,363 | $3,860-12.9% | $5,058-33.5% | $4,347-22.6% |
| Admin fee / account holder | $153 | $2,369-93.5% | $8,394-98.2% | $1,944-92.1% |