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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $149,534 |
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERSLLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $83,860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,233 | $110,282-37.2% | $102,438-32.4% | $199,768-65.3% |
| Participation rate | 98.3% | 86.3%+12.0pp | 76.5%+21.8pp | 72.0%+26.3pp |
| Annual return | 14.95% | 35.75%-20.8pp | 29.37%-14.4pp | 34.26%-19.3pp |
| Employer contribution / active EE | $2,955 | $3,603-18.0% | $3,024-2.3% | $3,037-2.7% |
| Participant deferral / active EE | $5,339 | $6,376-16.3% | $5,054+5.6% | $5,090+4.9% |
| Admin fee / account holder | $197 | $122+61.5% | $9,448-97.9% | $269-26.6% |