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 |
|---|---|---|
NORWOOD ECONOMICS, INC.5 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $53,734 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,108 | $56,767+76.4% | $101,794-1.7% | $85,563+17.0% |
| Participation rate | 43.7% | 57.6%-13.9pp | 69.2%-25.5pp | 66.0%-22.3pp |
| Annual return | 18.39% | 17.76%+0.6pp | 30.53%-12.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,104 | $1,112-0.8% | $2,289-51.8% | $2,654-58.4% |
| Participant deferral / active EE | $3,836 | $2,720+41.0% | $4,084-6.1% | $4,375-12.3% |
| Admin fee / account holder | $161 | $1,098-85.3% | $8,777-98.2% | $834-80.6% |