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 55 · EIN 35-2552359 | Other Commissions | $23,512 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER LOCKE Service code 29 · EIN 58-0946915 | Legal | $6,600 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,353 | $30,588+107.1% | $53,898+17.5% | $85,563-26.0% |
| Participation rate | 48.0% | 26.3%+21.6pp | 55.0%-7.0pp | 66.0%-18.0pp |
| Annual return | 15.22% | 50.42%-35.2pp | 528.60%-513.4pp | 31.51%-16.3pp |
| Employer contribution / active EE | $977 | $436+124.2% | $932+4.9% | $2,654-63.2% |
| Participant deferral / active EE | $2,692 | $848+217.5% | $1,826+47.4% | $4,375-38.5% |
| Admin fee / account holder | $54 | $1,879-97.1% | $2,491-97.8% | $834-93.5% |