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 27 · EIN 35-2552359 | Advisory (Plan) | $83,589 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$198,100 |
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 | $74,398 | $115,744-35.7% | $100,383-25.9% | $199,768-62.8% |
| Participation rate | 97.1% | 85.7%+11.5pp | 81.5%+15.6pp | 72.0%+25.1pp |
| Annual return | 17.77% | 17.79%0pp | 49.26%-31.5pp | 34.26%-16.5pp |
| Employer contribution / active EE | $4,164 | $3,657+13.9% | $3,944+5.6% | $3,037+37.1% |
| Participant deferral / active EE | $9,610 | $9,844-2.4% | $8,086+18.9% | $5,090+88.8% |
| Admin fee / account holder | -$50 | $93-154.3% | $7,900-100.6% | $269-118.7% |