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 | $24,910 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $10,421 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $220,417 | $101,499+117.2% | $147,005+49.9% | $74,546+195.7% |
| Participation rate | 67.3% | 75.5%-8.2pp | 82.2%-14.9pp | 67.2%+0.1pp |
| Annual return | 19.47% | 8732.34%-8712.9pp | 418.76%-399.3pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,171 | $7,304+11.9% | $8,070+1.2% | $4,347+87.9% |
| Admin fee / account holder | $170 | $1,748-90.2% | $13,006-98.7% | $1,944-91.2% |