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 | $65,246 |
NFP RETIREMENT INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $51,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,995 | $65,908-51.5% | $81,812-60.9% | $77,643-58.8% |
| Participation rate | 68.5% | 65.8%+2.7pp | 72.3%-3.8pp | 70.6%-2.1pp |
| Annual return | 13.39% | 26.64%-13.3pp | 773.79%-760.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $402 | $2,370-83.1% | $2,912-86.2% | $2,726-85.3% |
| Participant deferral / active EE | $4,157 | $3,505+18.6% | $4,319-3.7% | $4,647-10.5% |
| Admin fee / account holder | $310 | $526-41.1% | $7,386-95.8% | $430-28.0% |