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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $44,860 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,826 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $267,300 | $119,446+123.8% | $150,045+78.1% | $85,563+212.4% |
| Participation rate | 85.7% | 75.4%+10.3pp | 82.3%+3.4pp | 66.0%+19.7pp |
| Annual return | 14.09% | 23.72%-9.6pp | 62.55%-48.5pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,760 | $4,078-56.8% | $4,693-62.5% | $2,654-33.7% |
| Participant deferral / active EE | $17,010 | $7,985+113.0% | $7,997+112.7% | $4,375+288.8% |
| Admin fee / account holder | $84 | $548-84.7% | $13,435-99.4% | $834-90.0% |