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 |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $41,670 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,977 |
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 | $82,096 | $101,499-19.1% | $147,005-44.2% | $74,546+10.1% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+28.9pp |
| Annual return | 17.93% | 8732.34%-8714.4pp | 418.76%-400.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $3,265 | $3,811-14.3% | $4,934-33.8% | $2,624+24.4% |
| Participant deferral / active EE | $14,850 | $7,304+103.3% | $8,070+84.0% | $4,347+241.6% |
| Admin fee / account holder | $230 | $1,748-86.9% | $13,006-98.2% | $1,944-88.2% |