Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
PLAN SPONSOR ADVISER, LLC3 years Service code 70 · EIN 54-1995014 | Consulting Fees | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS FIIOC Service code 37 · EIN 04-2647786 | Loan Processing | $3,912 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,271 | $46,464+374.1% | $150,298+46.6% | $79,634+176.6% |
| Participation rate | 88.0% | 57.0%+31.0pp | 77.8%+10.2pp | 62.5%+25.5pp |
| Annual return | 15.67% | 27.89%-12.2pp | 62.79%-47.1pp | 36.46%-20.8pp |
| Employer contribution / active EE | $7,398 | $1,512+389.4% | $4,154+78.1% | $2,529+192.5% |
| Participant deferral / active EE | $5,988 | $2,157+177.7% | $5,453+9.8% | $3,835+56.2% |
| Admin fee / account holder | $26 | $891-97.0% | $14,116-99.8% | $1,002-97.4% |