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 35-1729164 | Advisory (Plan) | $42,973 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,180 |
Filed as: ANDERS Service code 10 · EIN 43-0831507 | Accounting | $12,000 |
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.)
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 | $99,660 | $54,193+83.9% | $93,606+6.5% | $77,643+28.4% |
| Participation rate | 41.2% | 63.9%-22.8pp | 68.7%-27.6pp | 70.6%-29.4pp |
| Annual return | 13.94% | 30.54%-16.6pp | 133.20%-119.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,089 | $1,168-6.7% | $2,420-55.0% | $2,726-60.0% |
| Participant deferral / active EE | $2,537 | $3,144-19.3% | $4,411-42.5% | $4,647-45.4% |
| Admin fee / account holder | $398 | $576-30.8% | $8,285-95.2% | $430-7.5% |