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 | $209,426 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $103,097 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $55,464 |
MOSS ADAMS LLP8 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $45,590 |
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 | $147,799 | $122,186+21.0% | $146,958+0.6% | $199,593-25.9% |
| Participation rate | 97.4% | 78.3%+19.2pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 18.09% | 30.56%-12.5pp | 418.34%-400.2pp | 34.25%-16.2pp |
| Employer contribution / active EE | $4,710 | $4,093+15.1% | $4,933-4.5% | $3,034+55.2% |
| Participant deferral / active EE | $16,580 | $8,502+95.0% | $8,070+105.5% | $5,087+226.0% |
| Admin fee / account holder | $148 | $179-17.0% | $12,998-98.9% | $269-44.8% |