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 |
|---|---|---|
EARNEY & CO8 years Filed as: EARNEY & COMPANY, LLP Service code 10 · EIN 56-1719839 | Accounting | $22,100 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,497 |
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 | $30,558 | $71,964-57.5% | $167,512-81.8% | $85,563-64.3% |
| Participation rate | 85.7% | 61.0%+24.7pp | 77.1%+8.6pp | 66.0%+19.7pp |
| Annual return | 17.80% | 18.83%-1.0pp | 1615.79%-1598.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,104 | $1,875-41.1% | $3,882-71.5% | $2,654-58.4% |
| Participant deferral / active EE | $3,663 | $4,110-10.9% | $6,405-42.8% | $4,375-16.3% |
| Admin fee / account holder | $108 | $815-86.7% | $9,769-98.9% | $834-87.0% |