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 |
|---|---|---|
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $66,589 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,746 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,644 | $42,127+65.3% | $84,966-18.0% | $106,382-34.5% |
| Participation rate | 1.8% | 36.6%-34.8pp | 67.5%-65.7pp | 69.9%-68.1pp |
| Annual return | 17.67% | 36.21%-18.5pp | 66.38%-48.7pp | 17.37%+0.3pp |
| Employer contribution / active EE | $88 | $825-89.4% | $2,727-96.8% | $3,364-97.4% |
| Participant deferral / active EE | $192 | $2,066-90.7% | $4,519-95.7% | $5,569-96.5% |
| Admin fee / account holder | $242 | $114+112.9% | $6,149-96.1% | $79+205.0% |