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 |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC2 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $85,989 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,022 |
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 | $63,662 | $59,054+7.8% | $97,167-34.5% | $77,671-18.0% |
| Participation rate | 87.6% | 67.9%+19.8pp | 72.7%+15.0pp | 70.6%+17.1pp |
| Annual return | 54.36% | 16.96%+37.4pp | 75.27%-20.9pp | 31.21%+23.2pp |
| Employer contribution / active EE | $481 | $1,742-72.4% | $2,729-82.4% | $2,726-82.4% |
| Participant deferral / active EE | $4,467 | $3,930+13.7% | $4,264+4.8% | $4,648-3.9% |
| Admin fee / account holder | $242 | $346-30.2% | $5,650-95.7% | $430-43.9% |