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 INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $42,531 |
FINANCIAL ENGINES1 year Service code 26 · EIN 94-3250323 | Advisory (Participants) | $13,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $607,098 | $85,563+609.5% | $69,780+770.0% | $85,563+609.5% |
| Participation rate | 97.8% | 66.0%+31.9pp | 79.3%+18.5pp | 66.0%+31.9pp |
| Annual return | 17.41% | 31.51%-14.1pp | 26.31%-8.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $15,957 | $2,654+501.3% | $4,168+282.9% | $2,654+501.3% |
| Participant deferral / active EE | $25,484 | $4,375+482.5% | $6,164+313.4% | $4,375+482.5% |
| Admin fee / account holder | $77 | $834-90.8% | $7,285-98.9% | $834-90.8% |