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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $17,082 |
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $13,500 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 | Recordkeeping | $9,844 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL/PEAK FINANCIAL GRP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,625 |
Filed as: FIDELITY INVESTEMENTS Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,244 | $80,177-56.0% | $123,892-71.6% | $57,658-38.9% |
| Participation rate | 94.9% | 74.4%+20.5pp | 81.4%+13.5pp | 70.2%+24.7pp |
| Annual return | 32.94% | 17.90%+15.0pp | 47.52%-14.6pp | 5.13%+27.8pp |
| Employer contribution / active EE | $494 | $2,913-83.0% | $4,617-89.3% | $1,974-75.0% |
| Participant deferral / active EE | $3,947 | $5,130-23.1% | $5,984-34.0% | $3,061+29.0% |
| Admin fee / account holder | $113 | $106+6.1% | $8,357-98.7% | $95+19.3% |