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 59-2937883 | Advisory (Plan) | $41,566 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,044 |
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 | $116,601 | $65,561+77.9% | $91,541+27.4% | $74,304+56.9% |
| Participation rate | 78.3% | 56.6%+21.7pp | 69.8%+8.5pp | 60.3%+18.0pp |
| Annual return | 17.34% | 17.68%-0.3pp | 20.50%-3.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,696 | $1,717+57.0% | $2,505+7.6% | $2,241+20.3% |
| Participant deferral / active EE | $4,410 | $2,918+51.1% | $4,008+10.0% | $3,767+17.1% |
| Admin fee / account holder | $269 | $3,333-91.9% | $6,956-96.1% | $2,969-90.9% |