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 37 · EIN 04-2647786 | Loan Processing | $30,305 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,899 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,945 | $87,870-27.2% | $113,168-43.5% | $74,304-13.9% |
| Participation rate | 92.9% | 70.7%+22.1pp | 76.6%+16.3pp | 60.3%+32.5pp |
| Annual return | 16.04% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,306 | $2,277-42.7% | $2,975-56.1% | $2,241-41.7% |
| Participant deferral / active EE | $4,746 | $4,241+11.9% | $5,107-7.1% | $3,767+26.0% |
| Admin fee / account holder | $344 | $3,368-89.8% | $12,068-97.2% | $2,969-88.4% |