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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,061 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
BAKERHOSTETLER1 year Service code 16 · EIN 34-0082025 | Consulting | $18,350 |
RICHEY MAY & CO LLP5 years Filed as: RICHEY, MAY & CO, LLP Service code 10 · EIN 71-0911208 | Accounting | $10,400 |
Service code 10 · EIN 31-1582098 | Accounting | $10,216 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,615 | $84,030-77.8% | $126,539-85.3% | $102,872-81.9% |
| Participation rate | 83.4% | 58.3%+25.2pp | 69.8%+13.6pp | 73.0%+10.4pp |
| Annual return | 48.99% | 17.79%+31.2pp | 425.95%-377.0pp | 19.06%+29.9pp |
| Employer contribution / active EE | $513 | $3,287-84.4% | $3,674-86.1% | $3,526-85.5% |
| Participant deferral / active EE | $2,359 | $3,749-37.1% | $4,083-42.2% | $5,535-57.4% |
| Admin fee / account holder | $51 | $299-83.0% | $6,065-99.2% | $292-82.6% |