Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $38,000 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,967 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,459 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$66,406 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,088 | $73,397+503.7% | $178,014+148.9% | $74,546+494.4% |
| Participation rate | 94.1% | 66.6%+27.5pp | 77.1%+17.0pp | 67.2%+26.9pp |
| Annual return | 15.62% | 17.49%-1.9pp | 294.80%-279.2pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $13,798 | $2,217+522.2% | $3,950+249.3% | $2,624+425.8% |
| Participant deferral / active EE | $18,718 | $4,512+314.8% | $6,276+198.2% | $4,347+330.6% |
| Admin fee / account holder | $93 | $1,809-94.9% | $10,362-99.1% | $1,944-95.2% |