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 | $145,688 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $16,800 |
BPM LLP3 years Service code 10 · EIN 81-4234542 | Accounting | $6,955 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $124,041 | $122,186+1.5% | $146,958-15.6% | $199,593-37.9% |
| Participation rate | 77.0% | 78.3%-1.3pp | 82.2%-5.2pp | 72.0%+5.0pp |
| Annual return | 18.47% | 30.56%-12.1pp | 418.34%-399.9pp | 34.25%-15.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $19,729 | $8,502+132.0% | $8,070+144.5% | $5,087+287.8% |
| Admin fee / account holder | $53 | $179-70.6% | $12,998-99.6% | $269-80.4% |