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 | $27,115 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,422 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,864 | $79,013+21.3% | $100,391-4.5% | $74,495+28.7% |
| Participation rate | 93.3% | 79.5%+13.8pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 12.45% | 20.41%-8.0pp | 49.20%-36.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,541 | $3,021-15.9% | $3,942-35.5% | $2,623-3.1% |
| Participant deferral / active EE | $5,153 | $7,760-33.6% | $8,082-36.2% | $4,346+18.6% |
| Admin fee / account holder | $319 | $1,320-75.9% | $7,899-96.0% | $1,942-83.6% |