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 | $216,137 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $55,000 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $25,025 |
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 | $104,572 | $122,186-14.4% | $146,958-28.8% | $199,593-47.6% |
| Participation rate | 91.9% | 78.3%+13.6pp | 82.2%+9.7pp | 72.0%+19.9pp |
| Annual return | 19.05% | 30.56%-11.5pp | 418.34%-399.3pp | 34.25%-15.2pp |
| Employer contribution / active EE | $6,015 | $4,093+47.0% | $4,933+21.9% | $3,034+98.2% |
| Participant deferral / active EE | $13,775 | $8,502+62.0% | $8,070+70.7% | $5,087+170.8% |
| Admin fee / account holder | $68 | $179-62.1% | $12,998-99.5% | $269-74.8% |