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 | $50,160 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 27 · EIN 63-1229657 | Advisory (Plan) | $28,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,061 | $89,465-37.3% | $164,866-66.0% | $77,671-27.8% |
| Participation rate | 49.8% | 78.6%-28.8pp | 78.6%-28.8pp | 70.6%-20.7pp |
| Annual return | 15.13% | 28.81%-13.7pp | 69.97%-54.8pp | 31.21%-16.1pp |
| Employer contribution / active EE | $1,522 | $2,568-40.7% | $4,343-65.0% | $2,726-44.2% |
| Participant deferral / active EE | $3,374 | $4,897-31.1% | $6,033-44.1% | $4,648-27.4% |
| Admin fee / account holder | $327 | $340-3.6% | $12,689-97.4% | $430-23.9% |