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 LLC8 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $51,207 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,507 |
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 | $110,529 | $87,870+25.8% | $113,168-2.3% | $74,304+48.8% |
| Participation rate | 92.2% | 70.7%+21.5pp | 76.6%+15.7pp | 60.3%+31.9pp |
| Annual return | 18.14% | 26.44%-8.3pp | 24.27%-6.1pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,777 | $2,277-22.0% | $2,975-40.3% | $2,241-20.7% |
| Participant deferral / active EE | $7,922 | $4,241+86.8% | $5,107+55.1% | $3,767+110.3% |
| Admin fee / account holder | $377 | $3,368-88.8% | $12,068-96.9% | $2,969-87.3% |