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 | $1,056,105 |
AON CONSULTING1 year Filed as: AON Service code 28 · EIN 36-3109431 | Investment Management | $160,539 |
CURCIO WEBB1 year Service code 27 · EIN 36-4171366 | Advisory (Plan) | $48,566 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $42,850 |
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 | $81,568 | $106,382-23.3% | $81,382+0.2% | $106,382-23.3% |
| Participation rate | 86.3% | 69.9%+16.4pp | 69.5%+16.8pp | 69.9%+16.4pp |
| Annual return | 14.74% | 17.37%-2.6pp | 24.73%-10.0pp | 17.37%-2.6pp |
| Employer contribution / active EE | $3,271 | $3,364-2.7% | $2,463+32.8% | $3,364-2.7% |
| Participant deferral / active EE | $4,510 | $5,569-19.0% | $3,883+16.1% | $5,569-19.0% |
| Admin fee / account holder | $56 | $79-29.0% | $5,768-99.0% | $79-29.0% |