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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,937 |
DS INVESTMENT ADVISORS3 years Service code 27 · EIN 87-4233743 | Advisory (Plan) | $37,522 |
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 | $64,632 | $38,967+65.9% | $86,233-25.0% | $79,634-18.8% |
| Participation rate | 83.5% | 34.1%+49.5pp | 69.0%+14.5pp | 62.5%+21.0pp |
| Annual return | 14.40% | 49.90%-35.5pp | 61.39%-47.0pp | 36.46%-22.1pp |
| Employer contribution / active EE | $916 | $868+5.5% | $2,504-63.4% | $2,529-63.8% |
| Participant deferral / active EE | $5,001 | $1,663+200.8% | $4,559+9.7% | $3,835+30.4% |
| Admin fee / account holder | $240 | $2,660-91.0% | $8,342-97.1% | $1,002-76.1% |