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 | $107,649 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,970 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $55,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,338 | $2,679,533-95.5% | $164,813-27.6% | $199,593-40.2% |
| Participation rate | 76.0% | 78.3%-2.3pp | 78.6%-2.6pp | 72.0%+4.1pp |
| Annual return | 15.47% | 17.93%-2.5pp | 69.93%-54.5pp | 34.25%-18.8pp |
| Employer contribution / active EE | $4,542 | $2,970+52.9% | $4,341+4.6% | $3,034+49.7% |
| Participant deferral / active EE | $6,216 | $5,010+24.1% | $6,031+3.1% | $5,087+22.2% |
| Admin fee / account holder | $106 | $1,982-94.6% | $12,690-99.2% | $269-60.4% |