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 | $79,273 |
COOK STREET CONSULTING7 years Filed as: COOK STREET CONSULTING, INC Service code 27 · EIN 84-0854432 | Advisory (Plan) | $18,080 |
BROCK AND COMPANY10+ years Service code 10 · EIN 84-0930288 | Accounting | $8,490 |
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 | $94,888 | $106,028-10.5% | $146,958-35.4% | $77,643+22.2% |
| Participation rate | 82.9% | 78.4%+4.5pp | 82.2%+0.7pp | 70.6%+12.3pp |
| Annual return | 19.71% | 56.73%-37.0pp | 418.34%-398.6pp | 31.24%-11.5pp |
| Employer contribution / active EE | $3,608 | $4,063-11.2% | $4,933-26.9% | $2,726+32.4% |
| Participant deferral / active EE | $10,429 | $7,990+30.5% | $8,070+29.2% | $4,647+124.4% |
| Admin fee / account holder | $90 | $337-73.4% | $12,998-99.3% | $430-79.1% |