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 | $113,878 |
SCS3 years Service code 27 · EIN 71-1004774 | Advisory (Plan) | $80,446 |
CLARK NUBER4 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $5,600 |
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 | $87,337 | $89,808-2.8% | $100,383-13.0% | $77,671+12.4% |
| Participation rate | 89.7% | 81.2%+8.5pp | 81.5%+8.2pp | 70.6%+19.1pp |
| Annual return | 18.25% | 20.62%-2.4pp | 49.26%-31.0pp | 31.21%-13.0pp |
| Employer contribution / active EE | $5,001 | $3,039+64.6% | $3,944+26.8% | $2,726+83.4% |
| Participant deferral / active EE | $14,878 | $8,284+79.6% | $8,086+84.0% | $4,648+220.1% |
| Admin fee / account holder | $266 | $174+52.5% | $7,900-96.6% | $430-38.2% |