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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $82,806 |
PRICEWATERHOUSECOOPERS LLP11+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $67,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,024,045 | $109,881+2652.1% | $150,045+1915.4% | $84,808+3465.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.37% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $44,514 | $3,561+1150.0% | $4,693+848.5% | $2,631+1591.9% |
| Participant deferral / active EE | $27,646 | $6,636+316.6% | $7,997+245.7% | $4,212+556.4% |
| Admin fee / account holder | $1,325 | $8,568-84.5% | $13,435-90.1% | $7,344-82.0% |