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 37 · EIN 04-2647786 | Loan Processing | $926,985 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $389,517 |
AMERICAN FUNDS11+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $93,750 |
Service code 16 · EIN 33-0818667 | Consulting | $31,250 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
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 | $89,165 | $140,769-36.7% | $145,661-38.8% | $140,769-36.7% |
| Participation rate | 96.9% | 74.2%+22.7pp | 77.2%+19.6pp | 74.2%+22.7pp |
| Annual return | 19.12% | 16.82%+2.3pp | 101.46%-82.3pp | 16.82%+2.3pp |
| Employer contribution / active EE | $3,329 | $3,906-14.8% | $4,238-21.4% | $3,906-14.8% |
| Participant deferral / active EE | $7,541 | $6,717+12.3% | $7,198+4.8% | $6,717+12.3% |
| Admin fee / account holder | $77 | $229-66.2% | $12,466-99.4% | $229-66.2% |