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 | $135,546 |
MARCUM LLP4 years Filed as: MARCUM WEALTH LLC Service code 27 · EIN 20-2317470 | Advisory (Plan) | $41,141 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,580 | $53,136-23.6% | $155,509-73.9% | $199,593-79.7% |
| Participation rate | 44.1% | 64.1%-20.0pp | 78.2%-34.1pp | 72.0%-27.9pp |
| Annual return | 15.19% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $148 | $1,851-92.0% | $4,672-96.8% | $3,034-95.1% |
| Participant deferral / active EE | $3,215 | $3,161+1.7% | $5,626-42.8% | $5,087-36.8% |
| Admin fee / account holder | $114 | $185-38.6% | $15,912-99.3% | $269-57.6% |