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 | $23,490 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $21,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,153 | $148,978-43.5% | $200,582-58.0% | $84,808-0.8% |
| Participation rate | 95.5% | 84.2%+11.3pp | 86.9%+8.6pp | 68.3%+27.2pp |
| Annual return | 12.72% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,325 | $4,815-30.9% | $6,419-48.2% | $2,631+26.4% |
| Participant deferral / active EE | $8,298 | $7,142+16.2% | $9,331-11.1% | $4,212+97.0% |
| Admin fee / account holder | $331 | $13,977-97.6% | $16,305-98.0% | $7,344-95.5% |