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 |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $52,544 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,894 |
CLIFTONLARSONALLEN LLP10+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $19,925 |
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 | $34,721 | $48,698-28.7% | $93,606-62.9% | $199,593-82.6% |
| Participation rate | 51.4% | 63.5%-12.2pp | 68.7%-17.4pp | 72.0%-20.6pp |
| Annual return | 16.26% | 15.34%+0.9pp | 133.20%-116.9pp | 34.25%-18.0pp |
| Employer contribution / active EE | $368 | $1,135-67.5% | $2,420-84.8% | $3,034-87.9% |
| Participant deferral / active EE | $1,257 | $2,817-55.4% | $4,411-71.5% | $5,087-75.3% |
| Admin fee / account holder | $114 | $195-41.3% | $8,285-98.6% | $269-57.4% |