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 | $330,634 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $93,991 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $65,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $51,865 | $93,462-44.5% | $164,813-68.5% | $99,062-47.6% |
| Participation rate | 88.2% | 79.9%+8.3pp | 78.6%+9.6pp | 71.6%+16.6pp |
| Annual return | 14.78% | 15.71%-0.9pp | 69.93%-55.1pp | 17.66%-2.9pp |
| Employer contribution / active EE | $1,711 | $3,099-44.8% | $4,341-60.6% | $3,262-47.5% |
| Participant deferral / active EE | $5,728 | $5,366+6.7% | $6,031-5.0% | $5,331+7.4% |
| Admin fee / account holder | $69 | $81-15.1% | $12,690-99.5% | $109-36.6% |