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 | $27,218 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,037 | $88,982-67.4% | $102,438-71.7% | $77,671-62.6% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 11.76% | 25.01%-13.3pp | 29.37%-17.6pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,140 | $2,698-57.8% | $3,024-62.3% | $2,726-58.2% |
| Participant deferral / active EE | $3,037 | $5,144-41.0% | $5,054-39.9% | $4,648-34.7% |
| Admin fee / account holder | $143 | $236-39.3% | $9,448-98.5% | $430-66.8% |