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 | $250,302 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $77,297 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $34,125 |
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 | $148,019 | $122,186+21.1% | $146,958+0.7% | $199,593-25.8% |
| Participation rate | 95.5% | 78.3%+17.3pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 22.00% | 30.56%-8.6pp | 418.34%-396.3pp | 34.25%-12.3pp |
| Employer contribution / active EE | $8,078 | $4,093+97.4% | $4,933+63.7% | $3,034+166.2% |
| Participant deferral / active EE | $17,516 | $8,502+106.0% | $8,070+117.1% | $5,087+244.3% |
| Admin fee / account holder | $156 | $179-12.9% | $12,998-98.8% | $269-42.1% |