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 |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$20,744 |
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 | $66,879 | $129,021-48.2% | $184,203-63.7% | $77,643-13.9% |
| Participation rate | 96.5% | 87.3%+9.2pp | 86.8%+9.7pp | 70.6%+26.0pp |
| Annual return | 13.11% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,286 | $4,413-48.2% | $6,427-64.4% | $2,726-16.1% |
| Participant deferral / active EE | $5,203 | $7,297-28.7% | $9,131-43.0% | $4,647+12.0% |
| Admin fee / account holder | $11 | $254-95.7% | $13,901-99.9% | $430-97.5% |