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 | $125,361 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $45,000 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $43,250 |
ISLER DARE, P.C.2 years Service code 16 · EIN 54-1844836 | Consulting | $26,667 |
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 | $132,080 | $113,293+16.6% | $67,502+95.7% | $199,593-33.8% |
| Participation rate | 86.9% | 73.3%+13.5pp | 72.9%+14.0pp | 72.0%+14.9pp |
| Annual return | 16.07% | 15.88%+0.2pp | 3512.12%-3496.0pp | 34.25%-18.2pp |
| Employer contribution / active EE | $2,754 | $3,401-19.0% | $2,731+0.9% | $3,034-9.2% |
| Participant deferral / active EE | $10,739 | $4,159+158.2% | $4,000+168.5% | $5,087+111.1% |
| Admin fee / account holder | $117 | $103+14.6% | $3,998-97.1% | $269-56.3% |