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 | $52,751 |
THE WATERFORD GROUP LLC6 years Service code 27 · EIN 80-0675279 | Advisory (Plan) | $20,000 |
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 | $226,054 | $80,731+180.0% | $103,374+118.7% | $74,546+203.2% |
| Participation rate | 86.0% | 65.7%+20.3pp | 74.5%+11.5pp | 67.2%+18.8pp |
| Annual return | 17.65% | 27.56%-9.9pp | 24.89%-7.2pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $5,624 | $3,158+78.1% | $3,869+45.3% | $2,624+114.3% |
| Participant deferral / active EE | $12,775 | $3,860+230.9% | $5,058+152.6% | $4,347+193.8% |
| Admin fee / account holder | $325 | $2,369-86.3% | $8,394-96.1% | $1,944-83.3% |