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 |
|---|---|---|
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,318 |
Filed as: OSTROW REISIN BERK & ABRAMS, LTD Service code 10 · EIN 36-2938874 | Accounting | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,438 | $85,515-8.3% | $112,040-30.0% | $67,986+15.4% |
| Participation rate | 71.9% | 68.2%+3.6pp | 76.5%-4.6pp | 57.2%+14.7pp |
| Annual return | 9.88% | 29.68%-19.8pp | 24.52%-14.6pp | 31.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,262 | $4,014-18.7% | $5,098-36.0% | $3,358-2.9% |
| Admin fee / account holder | $351 | $3,774-90.7% | $12,098-97.1% | $3,203-89.0% |