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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,334 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$6,310 |
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.
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 | $182,632 | $110,299+65.6% | $102,423+78.3% | $199,593-8.5% |
| Participation rate | 92.8% | 86.3%+6.6pp | 76.5%+16.4pp | 72.0%+20.9pp |
| Annual return | 17.65% | 35.73%-18.1pp | 29.32%-11.7pp | 34.25%-16.6pp |
| Employer contribution / active EE | $5,901 | $3,603+63.8% | $3,023+95.2% | $3,034+94.5% |
| Participant deferral / active EE | $12,113 | $6,376+90.0% | $5,053+139.7% | $5,087+138.1% |
| Admin fee / account holder | $28 | $122-76.8% | $9,451-99.7% | $269-89.4% |