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 | $44,721 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $42,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $232,117 | $86,929+167.0% | $102,423+126.6% | $80,856+187.1% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 14.54% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $6,389 | $2,369+169.6% | $3,023+111.3% | $2,755+131.9% |
| Participant deferral / active EE | $8,079 | $4,118+96.2% | $5,053+59.9% | $4,296+88.1% |
| Admin fee / account holder | $782 | $8,049-90.3% | $9,451-91.7% | $6,918-88.7% |