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 | $1,277,179 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $542,376 |
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 | $55,706 | $106,382-47.6% | $136,007-59.0% | $106,382-47.6% |
| Participation rate | 92.4% | 69.9%+22.5pp | 76.5%+15.9pp | 69.9%+22.5pp |
| Annual return | 16.75% | 17.37%-0.6pp | 579.32%-562.6pp | 17.37%-0.6pp |
| Employer contribution / active EE | $2,558 | $3,364-23.9% | $4,217-39.3% | $3,364-23.9% |
| Participant deferral / active EE | $5,546 | $5,569-0.4% | $7,025-21.0% | $5,569-0.4% |
| Admin fee / account holder | $64 | $79-19.5% | $6,858-99.1% | $79-19.5% |