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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $104,056 |
CARON & BLETZER, PLLC6 years Service code 16 · EIN 04-3499945 | Consulting | $12,800 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS Service code 16 · EIN 88-1100312 | Consulting | $8,810 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$253,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $694,664 | $100,923+588.3% | $150,045+363.0% | $74,304+834.9% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 15.74% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $17,893 | $3,463+416.6% | $4,693+281.3% | $2,241+698.4% |
| Participant deferral / active EE | $13,157 | $6,709+96.1% | $7,997+64.5% | $3,767+249.2% |
| Admin fee / account holder | $872 | $2,767-68.5% | $13,435-93.5% | $2,969-70.6% |