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 | $95,170 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,725 |
KRAFT CPAS, PLLC1 year Service code 10 · EIN 62-0713250 | Accounting | $8,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $48,030 | $110,299-56.5% | $102,423-53.1% | $199,593-75.9% |
| Participation rate | 65.2% | 86.3%-21.1pp | 76.5%-11.3pp | 72.0%-6.8pp |
| Annual return | 15.10% | 35.73%-20.6pp | 29.32%-14.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,661 | $3,603-53.9% | $3,023-45.1% | $3,034-45.3% |
| Participant deferral / active EE | $3,479 | $6,376-45.4% | $5,053-31.2% | $5,087-31.6% |
| Admin fee / account holder | $108 | $122-11.5% | $9,451-98.9% | $269-59.7% |