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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 51 P O BOX 770001 · CINCINNATI, OH 452770002 | Investment Mgmt Fees | $66,934 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 99 · EIN 87-1363769 | Other Fees | $8,750 |
Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $7,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,522 | $54,701-27.7% | $86,188-54.1% | $71,457-44.7% |
| Participation rate | 86.0% | 60.1%+25.9pp | 69.0%+17.1pp | 67.9%+18.1pp |
| Annual return | 13.71% | 20.06%-6.4pp | 1168.45%-1154.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,153 | $1,265-8.9% | $2,380-51.6% | $2,588-55.5% |
| Participant deferral / active EE | $1,776 | $3,108-42.9% | $3,985-55.4% | $4,289-58.6% |
| Admin fee / account holder | $390 | $1,922-79.7% | $6,852-94.3% | $1,587-75.4% |