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) | $76,115 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,289 |
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 | $127,975 | $119,446+7.1% | $150,045-14.7% | $85,563+49.6% |
| Participation rate | 88.1% | 75.4%+12.7pp | 82.3%+5.8pp | 66.0%+22.1pp |
| Annual return | 22.00% | 23.72%-1.7pp | 62.55%-40.5pp | 31.51%-9.5pp |
| Employer contribution / active EE | $5,449 | $4,078+33.6% | $4,693+16.1% | $2,654+105.3% |
| Participant deferral / active EE | $13,498 | $7,985+69.1% | $7,997+68.8% | $4,375+208.5% |
| Admin fee / account holder | $300 | $548-45.2% | $13,435-97.8% | $834-64.0% |