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 | $97,043 |
IMA WEALTH INC1 year Filed as: WEALTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $62,500 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,618 |
RSM US LLP10+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $31,238 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $18,106 |
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 | $140,331 | $122,259+14.8% | $147,005-4.5% | $199,768-29.8% |
| Participation rate | 78.7% | 78.3%+0.4pp | 82.2%-3.5pp | 72.0%+6.7pp |
| Annual return | 15.90% | 30.58%-14.7pp | 418.76%-402.9pp | 34.26%-18.4pp |
| Employer contribution / active EE | $4,380 | $4,097+6.9% | $4,934-11.2% | $3,037+44.3% |
| Participant deferral / active EE | $10,075 | $8,504+18.5% | $8,070+24.9% | $5,090+98.0% |
| Admin fee / account holder | $209 | $179+16.8% | $13,006-98.4% | $269-22.3% |