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 | $166,510 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $42,354 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $15,485 |
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 | $99,047 | $119,446-17.1% | $150,045-34.0% | $85,563+15.8% |
| Participation rate | 95.0% | 75.4%+19.6pp | 82.3%+12.7pp | 66.0%+29.0pp |
| Annual return | 22.02% | 23.72%-1.7pp | 62.55%-40.5pp | 31.51%-9.5pp |
| Employer contribution / active EE | $5,752 | $4,078+41.0% | $4,693+22.6% | $2,654+116.8% |
| Participant deferral / active EE | $15,131 | $7,985+89.5% | $7,997+89.2% | $4,375+245.8% |
| Admin fee / account holder | $243 | $548-55.7% | $13,435-98.2% | $834-70.9% |