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 | $9,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,276 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,470 | $82,917-57.2% | $103,333-65.7% | $77,643-54.3% |
| Participation rate | 82.1% | 71.6%+10.5pp | 74.5%+7.6pp | 70.6%+11.5pp |
| Annual return | 14.14% | 19.13%-5.0pp | 24.88%-10.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $657 | $3,552-81.5% | $3,868-83.0% | $2,726-75.9% |
| Participant deferral / active EE | $4,961 | $4,108+20.7% | $5,057-1.9% | $4,647+6.7% |
| Admin fee / account holder | $30 | $638-95.4% | $8,355-99.6% | $430-93.1% |