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 |
|---|---|---|
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $24,295 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTIT OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $167,954 | $76,173+120.5% | $81,438+106.2% | $199,768-15.9% |
| Participation rate | 96.5% | 76.3%+20.2pp | 69.5%+27.0pp | 72.0%+24.5pp |
| Annual return | 12.75% | 15.59%-2.8pp | 24.74%-12.0pp | 34.26%-21.5pp |
| Employer contribution / active EE | $5,787 | $2,792+107.3% | $2,460+135.2% | $3,037+90.6% |
| Participant deferral / active EE | $6,696 | $4,201+59.4% | $3,883+72.4% | $5,090+31.6% |
| Admin fee / account holder | $9 | $146-93.8% | $5,764-99.8% | $269-96.6% |