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) | $107,006 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,832 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
RPW SOLUTIONS LLC2 years Service code 16 · EIN 88-1100312 | Consulting | $8,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $632,968 | $101,317+524.7% | $146,958+330.7% | $74,495+749.7% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 12.66% | 8730.91%-8718.2pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $18,797 | $3,810+393.3% | $4,933+281.0% | $2,623+616.6% |
| Participant deferral / active EE | $13,365 | $7,303+83.0% | $8,070+65.6% | $4,346+207.5% |
| Admin fee / account holder | $871 | $1,739-49.9% | $12,998-93.3% | $1,942-55.1% |