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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIGITAL INSURANCE LLC Service code 16 · EIN 82-1434504 | Consulting | $90,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $61,143 |
JOHNSON LAMBERT LLP1 year Service code 10 · EIN 52-1446779 | Accounting | $45,000 |
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 | $121,983 | $129,021-5.5% | $184,203-33.8% | $77,643+57.1% |
| Participation rate | 96.6% | 87.3%+9.3pp | 86.8%+9.8pp | 70.6%+26.0pp |
| Annual return | 20.70% | 33.27%-12.6pp | 28.81%-8.1pp | 31.24%-10.5pp |
| Employer contribution / active EE | $4,319 | $4,413-2.1% | $6,427-32.8% | $2,726+58.5% |
| Participant deferral / active EE | $9,680 | $7,297+32.7% | $9,131+6.0% | $4,647+108.3% |
| Admin fee / account holder | $465 | $254+83.1% | $13,901-96.7% | $430+8.0% |