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 | $45,900 |
MARKSNELSON LLC3 years Service code 10 · EIN 48-1238645 | Accounting | $18,600 |
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 | $35,850 | $57,150-37.3% | $93,606-61.7% | $106,382-66.3% |
| Participation rate | 89.4% | 49.1%+40.3pp | 68.7%+20.7pp | 69.9%+19.5pp |
| Annual return | 15.76% | 15.81%-0.1pp | 133.20%-117.4pp | 17.37%-1.6pp |
| Employer contribution / active EE | $374 | $1,015-63.2% | $2,420-84.6% | $3,364-88.9% |
| Participant deferral / active EE | $4,005 | $1,853+116.1% | $4,411-9.2% | $5,569-28.1% |
| Admin fee / account holder | $5 | $64-92.2% | $8,285-99.9% | $79-93.7% |