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 |
|---|---|---|
RSM US LLP1 year Filed as: RSM ROC AND CO Service code 10 · EIN 66-0388756 | Accounting | $31,293 |
BPPR - POPULAR FIDUCIARY SERVICES10+ years Filed as: BANCO POPULAR Service code 28 · EIN 66-0561870 | Investment Management | $21,030 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,311 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISOR INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,611 | $54,517+113.9% | $75,972+53.5% | $74,495+56.5% |
| Participation rate | 96.6% | 60.3%+36.3pp | 69.1%+27.5pp | 67.2%+29.4pp |
| Annual return | 14.20% | 31.82%-17.6pp | 359.55%-345.3pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $6,353 | $1,777+257.5% | $2,685+136.6% | $2,623+142.2% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $277 | $2,229-87.6% | $6,467-95.7% | $1,942-85.7% |