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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $45,897 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,407 | $79,171+26.8% | $102,423-2.0% | $74,495+34.8% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 17.54% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,959 | $2,362-17.1% | $3,023-35.2% | $2,623-25.3% |
| Participant deferral / active EE | $7,826 | $4,415+77.2% | $5,053+54.9% | $4,346+80.1% |
| Admin fee / account holder | $309 | $2,001-84.5% | $9,451-96.7% | $1,942-84.1% |