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 | $141,014 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,440 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,416 | $55,331+41.7% | $81,812-4.2% | $199,593-60.7% |
| Participation rate | 94.2% | 62.5%+31.7pp | 72.3%+21.8pp | 72.0%+22.2pp |
| Annual return | 11.92% | 19.59%-7.7pp | 773.79%-761.9pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,836 | $2,101-12.6% | $2,912-36.9% | $3,034-39.5% |
| Participant deferral / active EE | $6,045 | $3,283+84.1% | $4,319+40.0% | $5,087+18.8% |
| Admin fee / account holder | $136 | $346-60.8% | $7,386-98.2% | $269-49.6% |