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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $65,000 |
Filed as: NAIL MCKINNEY Service code 10 · EIN 64-0760834 | Accounting | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,855 |
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 | $52,255 | $76,173-31.4% | $81,382-35.8% | $199,593-73.8% |
| Participation rate | 80.5% | 76.3%+4.3pp | 69.5%+11.0pp | 72.0%+8.6pp |
| Annual return | 13.54% | 15.59%-2.1pp | 24.73%-11.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,394 | $2,792-50.1% | $2,463-43.4% | $3,034-54.0% |
| Participant deferral / active EE | $2,274 | $4,201-45.9% | $3,883-41.4% | $5,087-55.3% |
| Admin fee / account holder | $62 | $146-57.3% | $5,768-98.9% | $269-76.8% |