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 | $118,747 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,500 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,218 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,325 | $62,544-6.7% | $129,207-54.9% | $199,593-70.8% |
| Participation rate | 78.7% | 56.8%+21.9pp | 69.6%+9.1pp | 72.0%+6.7pp |
| Annual return | 11.32% | 16.95%-5.6pp | 9417.33%-9406.0pp | 34.25%-22.9pp |
| Employer contribution / active EE | $1,894 | $2,394-20.9% | $4,153-54.4% | $3,034-37.6% |
| Participant deferral / active EE | $3,008 | $3,123-3.7% | $4,168-27.8% | $5,087-40.9% |
| Admin fee / account holder | $172 | $167+3.2% | $7,715-97.8% | $269-35.9% |