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 43-1451524 | Advisory (Plan) | $94,903 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,543 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,630 | $119,446-11.6% | $150,045-29.6% | $85,563+23.5% |
| Participation rate | 94.7% | 75.4%+19.3pp | 82.3%+12.4pp | 66.0%+28.7pp |
| Annual return | 17.47% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $929 | $4,078-77.2% | $4,693-80.2% | $2,654-65.0% |
| Participant deferral / active EE | $14,143 | $7,985+77.1% | $7,997+76.8% | $4,375+223.2% |
| Admin fee / account holder | $177 | $548-67.6% | $13,435-98.7% | $834-78.7% |