See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $140,879 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $59,432 |
CURCIO WEBB5 years Filed as: CURICO WEBB Service code 27 · EIN 36-4171366 | Advisory (Plan) | $52,500 |
Filed as: FIDELITY INVEST. INST. OP. CO Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,367 | $88,982+269.0% | $102,438+220.6% | $77,671+322.8% |
| Participation rate | 83.7% | 80.9%+2.7pp | 76.5%+7.2pp | 70.6%+13.1pp |
| Annual return | 18.96% | 25.01%-6.1pp | 29.37%-10.4pp | 31.21%-12.3pp |
| Employer contribution / active EE | $12,780 | $2,698+373.6% | $3,024+322.7% | $2,726+368.7% |
| Participant deferral / active EE | $19,800 | $5,144+284.9% | $5,054+291.8% | $4,648+326.0% |
| Admin fee / account holder | $141 | $236-40.3% | $9,448-98.5% | $430-67.3% |