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 | $127,156 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,000 |
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 | $205,311 | $150,541+36.4% | $145,433+41.2% | $103,975+97.5% |
| Participation rate | 91.1% | 81.1%+10.0pp | 82.1%+9.0pp | 72.5%+18.6pp |
| Annual return | 19.84% | 20.73%-0.9pp | 66.58%-46.7pp | 19.41%+0.4pp |
| Employer contribution / active EE | $10,028 | $5,177+93.7% | $4,554+120.2% | $3,722+169.4% |
| Participant deferral / active EE | $12,930 | $9,456+36.7% | $7,897+63.7% | $5,343+142.0% |
| Admin fee / account holder | $142 | $165-13.8% | $13,129-98.9% | $332-57.3% |