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 | $575 |
AEGIS CAPITAL CORP2 years Service code 61 ATTN COMMISSIONS · NEW YORK, NY 10105 | Finders' fees / placement fees | $0 |
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 | $96,077 | $86,922+10.5% | $102,438-6.2% | $80,874+18.8% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.3pp |
| Annual return | 16.77% | 18.90%-2.1pp | 29.37%-12.6pp | 35.62%-18.8pp |
| Employer contribution / active EE | $809 | $2,369-65.9% | $3,024-73.3% | $2,756-70.7% |
| Participant deferral / active EE | $6,627 | $4,119+60.9% | $5,054+31.1% | $4,297+54.2% |
| Admin fee / account holder | $4 | $8,050-99.9% | $9,448-100.0% | $6,935-99.9% |