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 | $418,706 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,125 |
Filed as: TORRILLO & ASSOCIATES LLC Service code 10 · EIN 83-0414789 | Accounting | $24,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,611 | $117,148-88.4% | $67,502-79.8% | $99,062-86.3% |
| Participation rate | 76.4% | 72.7%+3.7pp | 72.9%+3.5pp | 71.6%+4.8pp |
| Annual return | 14.20% | 14.15%0pp | 3512.12%-3497.9pp | 17.66%-3.5pp |
| Employer contribution / active EE | $318 | $4,623-93.1% | $2,731-88.4% | $3,262-90.3% |
| Participant deferral / active EE | $2,654 | $4,782-44.5% | $4,000-33.6% | $5,331-50.2% |
| Admin fee / account holder | $78 | $50+55.5% | $3,998-98.1% | $109-28.5% |