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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,392 |
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $40,000 |
Service code 61 · EIN 92-2678185 | Finders' fees / placement fees | $0 |
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 | $14,754 | $57,610-74.4% | $154,803-90.5% | $102,872-85.7% |
| Participation rate | 71.0% | 59.5%+11.6pp | 78.1%-7.0pp | 73.0%-2.0pp |
| Annual return | 20.01% | 30.49%-10.5pp | 58.88%-38.9pp | 19.06%+1.0pp |
| Employer contribution / active EE | $132 | $1,883-93.0% | $4,305-96.9% | $3,526-96.2% |
| Participant deferral / active EE | $1,608 | $2,914-44.8% | $5,540-71.0% | $5,535-71.0% |
| Admin fee / account holder | $65 | $368-82.2% | $14,329-99.5% | $292-77.6% |