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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $605,366 |
Service code 16 · EIN 84-0854432 | Consulting | $56,250 |
ATHERTON & ASSOCIATES LLP6 years Filed as: ATHERTON AND ASSOCIA Service code 10 · EIN 94-1239084 | Accounting | $47,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $41,597 | $117,739-64.7% | $136,749-69.6% | $117,739-64.7% |
| Participation rate | 68.9% | 76.6%-7.7pp | 72.1%-3.2pp | 76.6%-7.7pp |
| Annual return | 16.38% | 17.29%-0.9pp | 24.33%-7.9pp | 17.29%-0.9pp |
| Employer contribution / active EE | $1,231 | $3,746-67.1% | $3,400-63.8% | $3,746-67.1% |
| Participant deferral / active EE | $1,960 | $6,128-68.0% | $4,692-58.2% | $6,128-68.0% |
| Admin fee / account holder | $60 | $112-45.9% | $11,386-99.5% | $112-45.9% |