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 | $37,131 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $25,000 |
PENSION ASSURANCE LLP7 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $12,000 |
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 | $231,311 | $83,902+175.7% | $167,512+38.1% | $84,808+172.7% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 15.38% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,321 | $2,264+90.9% | $3,882+11.3% | $2,631+64.2% |
| Participant deferral / active EE | $18,900 | $4,442+325.4% | $6,405+195.1% | $4,212+348.8% |
| Admin fee / account holder | $466 | $7,915-94.1% | $9,769-95.2% | $7,344-93.7% |