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 61-1758632 | Advisory (Plan) | $58,504 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $51,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,753 | $119,446-30.7% | $150,045-44.8% | $85,563-3.3% |
| Participation rate | 94.6% | 75.4%+19.2pp | 82.3%+12.3pp | 66.0%+28.6pp |
| Annual return | 14.68% | 23.72%-9.0pp | 62.55%-47.9pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,811 | $4,078-55.6% | $4,693-61.4% | $2,654-31.7% |
| Participant deferral / active EE | $6,968 | $7,985-12.7% | $7,997-12.9% | $4,375+59.3% |
| Admin fee / account holder | $269 | $548-50.8% | $13,435-98.0% | $834-67.7% |