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 | $78,328 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $187,289 | $110,282+69.8% | $102,438+82.8% | $199,768-6.2% |
| Participation rate | 66.2% | 86.3%-20.1pp | 76.5%-10.3pp | 72.0%-5.8pp |
| Annual return | 17.87% | 35.75%-17.9pp | 29.37%-11.5pp | 34.26%-16.4pp |
| Employer contribution / active EE | $2,294 | $3,603-36.3% | $3,024-24.1% | $3,037-24.4% |
| Participant deferral / active EE | $6,933 | $6,376+8.7% | $5,054+37.2% | $5,090+36.2% |
| Admin fee / account holder | $133 | $122+8.7% | $9,448-98.6% | $269-50.6% |