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 55 · EIN 35-2552359 | Other Commissions | $66,144 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $611 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $134,069 | $80,724+66.1% | $103,333+29.7% | $74,495+80.0% |
| Participation rate | 92.2% | 65.7%+26.5pp | 74.5%+17.7pp | 67.2%+25.0pp |
| Annual return | 17.84% | 27.56%-9.7pp | 24.88%-7.0pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,552 | $3,157-50.8% | $3,868-59.9% | $2,623-40.8% |
| Participant deferral / active EE | $6,834 | $3,860+77.0% | $5,057+35.1% | $4,346+57.3% |
| Admin fee / account holder | $2 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |