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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $29,413 |
COOK STREET CONSULTING8+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $22,960 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,105 | $82,202+98.4% | $125,339+30.1% | $64,808+151.7% |
| Participation rate | 89.7% | 77.9%+11.9pp | 82.4%+7.4pp | 71.5%+18.3pp |
| Annual return | -20.53% | 3.48%-24.0pp | 572.05%-592.6pp | 32.82%-53.3pp |
| Employer contribution / active EE | $1,152 | $3,615-68.1% | $4,814-76.1% | $2,506-54.0% |
| Participant deferral / active EE | $13,314 | $7,175+85.6% | $7,446+78.8% | $4,310+208.9% |
| Admin fee / account holder | $47 | $163-71.0% | $10,010-99.5% | $188-74.8% |