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 | $239,923 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $71,730 |
MELTON & MELTON LLP10+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $14,000 |
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 | $189,381 | $53,136+256.4% | $155,509+21.8% | $199,593-5.1% |
| Participation rate | 88.5% | 64.1%+24.5pp | 78.2%+10.4pp | 72.0%+16.6pp |
| Annual return | 17.55% | 41.15%-23.6pp | 64.67%-47.1pp | 34.25%-16.7pp |
| Employer contribution / active EE | $8,452 | $1,851+356.6% | $4,672+80.9% | $3,034+178.5% |
| Participant deferral / active EE | $7,889 | $3,161+149.6% | $5,626+40.2% | $5,087+55.1% |
| Admin fee / account holder | $50 | $185-72.9% | $15,912-99.7% | $269-81.3% |