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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $21,934 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,876 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,287 | $78,485+43.1% | $106,213+5.7% | $74,495+50.7% |
| Participation rate | 96.1% | 72.8%+23.3pp | 75.3%+20.8pp | 67.2%+28.9pp |
| Annual return | 12.53% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,472 | $2,523-2.0% | $3,171-22.0% | $2,623-5.7% |
| Participant deferral / active EE | $7,039 | $4,322+62.9% | $5,016+40.3% | $4,346+62.0% |
| Admin fee / account holder | $306 | $2,232-86.3% | $11,033-97.2% | $1,942-84.2% |