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 |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,199 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,762 | $109,881-1.0% | $150,045-27.5% | $84,808+28.2% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 12.56% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,878 | $3,561+8.9% | $4,693-17.4% | $2,631+47.4% |
| Participant deferral / active EE | $28,711 | $6,636+332.7% | $7,997+259.0% | $4,212+581.7% |
| Admin fee / account holder | $218 | $8,568-97.5% | $13,435-98.4% | $7,344-97.0% |