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 OPERATIONS COMPANY, INC - FIIOC · CINCINNATI, OH 452770082 | Loan Processing | $18,937 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $13,041 |
FLAHERTY SALMIN, LLP7 years Service code 10 · EIN 16-1451346 2300 BUFFALO ROAD · ROCHESTER, NY 14624 | Accounting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,995 | $79,184-23.0% | $102,438-40.5% | $74,546-18.2% |
| Participation rate | 73.8% | 74.8%-1.0pp | 76.5%-2.7pp | 67.2%+6.6pp |
| Annual return | 19.33% | 54.95%-35.6pp | 29.37%-10.0pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $1,077 | $2,362-54.4% | $3,024-64.4% | $2,624-58.9% |
| Participant deferral / active EE | $2,924 | $4,414-33.8% | $5,054-42.1% | $4,347-32.7% |
| Admin fee / account holder | $301 | $2,001-85.0% | $9,448-96.8% | $1,944-84.5% |