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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $57,879 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $36,708 |
VERDEJA DE ARMAS TRUJILL1 year Filed as: VERDEJA & ALVAREZ, LLP Service code 10 · EIN 20-4989621 | Accounting | $22,000 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 | Legal | $10,861 |
KAPILA MUKAMAL LLP1 year Service code 10 · EIN 46-5394135 | Accounting | $9,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,335 | $58,627-61.9% | $76,735-70.9% | $82,448-72.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 69.5%-69.5pp | 68.1%-68.1pp |
| Annual return | 12.73% | 39.10%-26.4pp | 29.77%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,390 | $1,729+211.7% | $2,454+119.6% | $2,551+111.3% |
| Participant deferral / active EE | $25,475 | $3,134+713.0% | $4,088+523.2% | $4,139+515.4% |
| Admin fee / account holder | $328 | $5,323-93.8% | $7,189-95.4% | $7,234-95.5% |