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 | $264,212 |
AMERICAN FUNDS4 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 16 · EIN 47-5067434 | Consulting | $12,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,121 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,081 | $53,136-52.8% | $155,509-83.9% | $199,593-87.4% |
| Participation rate | 83.3% | 64.1%+19.3pp | 78.2%+5.2pp | 72.0%+11.4pp |
| Annual return | 14.55% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $834 | $1,851-54.9% | $4,672-82.2% | $3,034-72.5% |
| Participant deferral / active EE | $3,516 | $3,161+11.2% | $5,626-37.5% | $5,087-30.9% |
| Admin fee / account holder | $68 | $185-63.5% | $15,912-99.6% | $269-74.8% |