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 |
|---|---|---|
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $220,085 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $210,863 |
WURTS ASSOCIATES6 years Service code 16 · EIN 91-1320111 | Consulting | $43,333 |
HARLOWE & FALK LLP2 years Service code 29 · EIN 11-3662831 | Legal | $8,044 |
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 | $152,408 | $53,136+186.8% | $155,509-2.0% | $199,593-23.6% |
| Participation rate | 96.8% | 64.1%+32.7pp | 78.2%+18.6pp | 72.0%+24.8pp |
| Annual return | 15.05% | 41.15%-26.1pp | 64.67%-49.6pp | 34.25%-19.2pp |
| Employer contribution / active EE | $4,172 | $1,851+125.4% | $4,672-10.7% | $3,034+37.5% |
| Participant deferral / active EE | $7,258 | $3,161+129.6% | $5,626+29.0% | $5,087+42.7% |
| Admin fee / account holder | $105 | $185-43.6% | $15,912-99.3% | $269-61.1% |