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 | $212,892 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $62,625 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSEWATERS LLC Service code 10 · EIN 13-4008324 | Accounting | $31,137 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,039 | $122,693-19.3% | $184,203-46.2% | $199,593-50.4% |
| Participation rate | 96.2% | 86.8%+9.4pp | 86.8%+9.3pp | 72.0%+24.2pp |
| Annual return | 12.55% | 143.91%-131.4pp | 28.81%-16.3pp | 34.25%-21.7pp |
| Employer contribution / active EE | $3,742 | $4,584-18.4% | $6,427-41.8% | $3,034+23.3% |
| Participant deferral / active EE | $8,344 | $7,990+4.4% | $9,131-8.6% | $5,087+64.0% |
| Admin fee / account holder | $48 | $121-60.2% | $13,901-99.7% | $269-82.1% |