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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX ADVISORY SERVICES, INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $48,037 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,597 | $80,731+118.7% | $103,374+70.8% | $74,546+136.9% |
| Participation rate | 84.5% | 65.7%+18.9pp | 74.5%+10.0pp | 67.2%+17.3pp |
| Annual return | 17.98% | 27.56%-9.6pp | 24.89%-6.9pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $2,977 | $3,158-5.7% | $3,869-23.1% | $2,624+13.5% |
| Participant deferral / active EE | $6,230 | $3,860+61.4% | $5,058+23.2% | $4,347+43.3% |
| Admin fee / account holder | $423 | $2,369-82.1% | $8,394-95.0% | $1,944-78.2% |