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 | $80,724+180.0% | $103,333+118.8% | $74,495+203.4% |
| Participation rate | 86.0% | 65.7%+20.3pp | 74.5%+11.5pp | 67.2%+18.8pp |
| Annual return | 17.65% | 27.56%-9.9pp | 24.88%-7.2pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $5,624 | $3,157+78.1% | $3,868+45.4% | $2,623+114.4% |
| Participant deferral / active EE | $12,775 | $3,860+230.9% | $5,057+152.6% | $4,346+194.0% |
| Admin fee / account holder | $325 | $2,368-86.3% | $8,355-96.1% | $1,942-83.3% |