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 | $48,099 |
Filed as: SILICON VALLEY ACCOU Service code 16 · EIN 77-0573994 | Consulting | $15,400 |
PURSHE KAPLAN STERLING INV2 years Service code 27 · EIN 13-3749682 | Advisory (Plan) | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,855 | $79,171+2.1% | $102,423-21.1% | $74,495+8.5% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.3pp |
| Annual return | 11.84% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $5,766 | $2,362+144.1% | $3,023+90.7% | $2,623+119.8% |
| Participant deferral / active EE | $4,035 | $4,415-8.6% | $5,053-20.1% | $4,346-7.2% |
| Admin fee / account holder | $217 | $2,001-89.2% | $9,451-97.7% | $1,942-88.8% |