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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $67,442 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,704 |
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 | $122,233 | $87,870+39.1% | $113,168+8.0% | $74,304+64.5% |
| Participation rate | 80.0% | 70.7%+9.3pp | 76.6%+3.4pp | 60.3%+19.7pp |
| Annual return | 17.24% | 26.44%-9.2pp | 24.27%-7.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,467 | $2,277+8.3% | $2,975-17.1% | $2,241+10.1% |
| Participant deferral / active EE | $15,375 | $4,241+262.5% | $5,107+201.1% | $3,767+308.1% |
| Admin fee / account holder | $371 | $3,368-89.0% | $12,068-96.9% | $2,969-87.5% |