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 |
|---|---|---|
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $30,723 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,544 |
KREISCHER MILLER1 year Filed as: KREISCHER, MILLER Service code 10 · EIN 23-1980475 | Accounting | $14,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,911 | $84,556+72.6% | $116,228+25.5% | $74,304+96.4% |
| Participation rate | 90.1% | 66.0%+24.1pp | 74.6%+15.5pp | 60.3%+29.7pp |
| Annual return | 14.38% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.1pp |
| Employer contribution / active EE | $906 | $2,168-58.2% | $2,994-69.7% | $2,241-59.6% |
| Participant deferral / active EE | $5,637 | $3,814+47.8% | $4,953+13.8% | $3,767+49.6% |
| Admin fee / account holder | $592 | $3,792-84.4% | $11,989-95.1% | $2,969-80.0% |