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 |
|---|---|---|
FINANCIAL ENGINES11+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $296,957 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,092 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $74,838 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $382,585 | $145,877+162.3% | $150,045+155.0% | $102,872+271.9% |
| Participation rate | 98.5% | 79.8%+18.6pp | 82.3%+16.2pp | 73.0%+25.5pp |
| Annual return | 17.03% | 21.37%-4.3pp | 62.55%-45.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $13,751 | $4,710+192.0% | $4,693+193.0% | $3,526+290.0% |
| Participant deferral / active EE | $15,232 | $9,491+60.5% | $7,997+90.5% | $5,535+175.2% |
| Admin fee / account holder | $300 | $176+70.6% | $13,435-97.8% | $292+2.7% |