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 | $36,497 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,232 |
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 | $89,160 | $100,923-11.7% | $150,045-40.6% | $74,304+20.0% |
| Participation rate | 80.2% | 70.1%+10.2pp | 82.3%-2.1pp | 60.3%+19.9pp |
| Annual return | 17.64% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,017 | $3,463-41.8% | $4,693-57.0% | $2,241-10.0% |
| Participant deferral / active EE | $7,715 | $6,709+15.0% | $7,997-3.5% | $3,767+104.8% |
| Admin fee / account holder | $325 | $2,767-88.3% | $13,435-97.6% | $2,969-89.1% |