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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $676,834 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $393,989 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,500 |
PRICEWATERHOUSECOOPERS LLP11+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $55,000 |
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 | $95,335 | $147,538-35.4% | $150,045-36.5% | $117,739-19.0% |
| Participation rate | 97.7% | 72.5%+25.2pp | 82.3%+15.4pp | 76.6%+21.1pp |
| Annual return | 17.48% | 16.95%+0.5pp | 62.55%-45.1pp | 17.29%+0.2pp |
| Employer contribution / active EE | $2,991 | $4,350-31.2% | $4,693-36.3% | $3,746-20.1% |
| Participant deferral / active EE | $7,524 | $8,925-15.7% | $7,997-5.9% | $6,128+22.8% |
| Admin fee / account holder | $93 | $125-26.1% | $13,435-99.3% | $112-17.2% |