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 | $34,489 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,208 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
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 | $67,841 | $62,127+9.2% | $81,382-16.6% | $74,495-8.9% |
| Participation rate | 75.2% | 64.0%+11.2pp | 69.5%+5.7pp | 67.2%+8.0pp |
| Annual return | 14.05% | 16.48%-2.4pp | 24.73%-10.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,060 | $1,882-43.7% | $2,463-56.9% | $2,623-59.6% |
| Participant deferral / active EE | $4,639 | $3,229+43.7% | $3,883+19.5% | $4,346+6.8% |
| Admin fee / account holder | $393 | $1,934-79.7% | $5,768-93.2% | $1,942-79.8% |