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 |
|---|---|---|
GRP FINANCIAL4 years Filed as: GRP FINANCIAL RE ROBERT J.B. KOTLER Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,147 |
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 | $161,262 | $92,055+75.2% | $106,213+51.8% | $77,643+107.7% |
| Participation rate | 90.8% | 81.0%+9.7pp | 75.3%+15.5pp | 70.6%+20.2pp |
| Annual return | 16.00% | 17.91%-1.9pp | 116.14%-100.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $10,348 | $3,367+207.3% | $3,171+226.3% | $2,726+279.6% |
| Participant deferral / active EE | $9,624 | $5,386+78.7% | $5,016+91.9% | $4,647+107.1% |
| Admin fee / account holder | $177 | $219-19.2% | $11,033-98.4% | $430-58.9% |