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 | $34,700 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,466 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,273 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,907 | $102,317-16.0% | $146,958-41.5% | $80,856+6.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 13.58% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,732 | $3,713-53.4% | $4,933-64.9% | $2,755-37.1% |
| Participant deferral / active EE | $11,456 | $6,644+72.4% | $8,070+42.0% | $4,296+166.7% |
| Admin fee / account holder | $357 | $7,941-95.5% | $12,998-97.3% | $6,918-94.8% |