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 |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Service code 27 · EIN 46-0854203 | Advisory (Plan) | $68,675 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,495 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,489 | $55,416+27.2% | $75,972-7.2% | $77,643-9.2% |
| Participation rate | 43.5% | 63.6%-20.1pp | 69.1%-25.5pp | 70.6%-27.1pp |
| Annual return | 14.79% | 17.07%-2.3pp | 359.55%-344.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,543 | $1,788-13.7% | $2,685-42.5% | $2,726-43.4% |
| Participant deferral / active EE | $6,016 | $3,447+74.5% | $4,255+41.4% | $4,647+29.5% |
| Admin fee / account holder | $315 | $414-24.0% | $6,467-95.1% | $430-26.9% |