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 60 · EIN 04-2647786 | Sub-TA Fees | $129,517 |
MILBERN RAY AND COMPANY10+ years Service code 10 · EIN 75-1793612 | Accounting | $84,195 |
Filed as: LEVEL FOUR ADVISORY SERVICES LLC Service code 27 · EIN 11-3738689 | Advisory (Plan) | $51,384 |
WIMMER CONSULTING LLC3 years Filed as: WIMMER CON Service code 26 · EIN 26-0637928 | Advisory (Participants) | $31,709 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,174 |
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 | $24,765 | $48,698-49.1% | $93,606-73.5% | $199,593-87.6% |
| Participation rate | 73.6% | 63.5%+10.1pp | 68.7%+4.9pp | 72.0%+1.6pp |
| Annual return | 14.00% | 15.34%-1.3pp | 133.20%-119.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $910 | $1,135-19.8% | $2,420-62.4% | $3,034-70.0% |
| Participant deferral / active EE | $3,339 | $2,817+18.5% | $4,411-24.3% | $5,087-34.4% |
| Admin fee / account holder | $108 | $195-44.4% | $8,285-98.7% | $269-59.7% |