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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 900 SALEM STREET · SMITHFIELD, RI 02917 | Recordkeeping | $0 |
KERBERROSE WEALTH MANAGEMENT6 years Service code 51 · EIN 30-0793896 115 EAST 5TH STREET · SHAWANO, WI 54166 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,885 | $80,138+13.4% | $130,231-30.2% | $71,457+27.2% |
| Participation rate | 94.2% | 71.0%+23.2pp | 76.3%+17.9pp | 67.9%+26.3pp |
| Annual return | 15.81% | 16.81%-1.0pp | 38.77%-23.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,180 | $2,834-23.1% | $4,126-47.2% | $2,588-15.8% |
| Participant deferral / active EE | $4,798 | $4,641+3.4% | $6,799-29.4% | $4,289+11.9% |
| Admin fee / account holder | $344 | $1,035-66.8% | $6,020-94.3% | $1,587-78.4% |