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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,469 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $23,347 |
ISC ADVISORS INC3 years Filed as: ISC FINANCIAL ADVISORS Service code 27 · EIN 45-0834412 | Advisory (Plan) | $17,850 |
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 | $140,754 | $101,317+38.9% | $146,958-4.2% | $74,495+88.9% |
| Participation rate | 80.9% | 75.5%+5.4pp | 82.2%-1.2pp | 67.2%+13.7pp |
| Annual return | 19.47% | 8730.91%-8711.4pp | 418.34%-398.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $3,739 | $3,810-1.9% | $4,933-24.2% | $2,623+42.5% |
| Participant deferral / active EE | $8,864 | $7,303+21.4% | $8,070+9.8% | $4,346+104.0% |
| Admin fee / account holder | $337 | $1,739-80.6% | $12,998-97.4% | $1,942-82.6% |