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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,121 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,120 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,137 | $79,171-63.2% | $102,423-71.6% | $74,495-60.9% |
| Participation rate | 80.7% | 74.8%+5.9pp | 76.5%+4.2pp | 67.2%+13.5pp |
| Annual return | 12.96% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $778 | $2,362-67.1% | $3,023-74.3% | $2,623-70.3% |
| Participant deferral / active EE | $1,454 | $4,415-67.1% | $5,053-71.2% | $4,346-66.5% |
| Admin fee / account holder | $110 | $2,001-94.5% | $9,451-98.8% | $1,942-94.3% |