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 |
|---|---|---|
FIRST LIGHT RETIREMENT LLC5 years Service code 27 · EIN 86-3483132 | Advisory (Plan) | $154,030 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$99,469 |
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 | $243,206 | $145,877+66.7% | $150,045+62.1% | $102,872+136.4% |
| Participation rate | 98.1% | 79.8%+18.3pp | 82.3%+15.8pp | 73.0%+25.1pp |
| Annual return | 18.52% | 21.37%-2.9pp | 62.55%-44.0pp | 19.06%-0.5pp |
| Employer contribution / active EE | $9,605 | $4,710+103.9% | $4,693+104.7% | $3,526+172.4% |
| Participant deferral / active EE | $18,975 | $9,491+99.9% | $7,997+137.3% | $5,535+242.8% |
| Admin fee / account holder | $34 | $176-80.9% | $13,435-99.7% | $292-88.5% |