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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $55,184 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,832 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,491 | $100,923+18.4% | $150,045-20.4% | $74,304+60.8% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.3%+13.9pp | 60.3%+35.8pp |
| Annual return | 17.75% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,858 | $3,463-46.3% | $4,693-60.4% | $2,241-17.1% |
| Participant deferral / active EE | $20,538 | $6,709+206.1% | $7,997+156.8% | $3,767+445.2% |
| Admin fee / account holder | $500 | $2,767-81.9% | $13,435-96.3% | $2,969-83.2% |