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 4-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 |
|---|---|---|
Filed as: FIDELITY INV INSTIT OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $183,779 |
MERCER2+ years Service code 16 · EIN 30-0282430 | Consulting | $114,817 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $44,600 |
JENNER & BLOCK LLP1 year Filed as: JENNER AND BLOCK LLC Service code 29 · EIN 36-2192554 | Legal | $29,393 |
WILLIS TOWERS WATSON US LLC2+ years Service code 16 · EIN 53-0181291 | Consulting | $11,072 |
Filed as: BLUE & CO. LLC Service code 10 · EIN 35-1178661 | Accounting | $5,000 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $147,115 | $104,697+40.5% | $96,544+52.4% | $80,160+83.5% |
| Participation rate | 60.6% | 86.4%-25.7pp | 76.0%-15.3pp | 72.9%-12.3pp |
| Annual return | 28.16% | 21.78%+6.4pp | 25.84%+2.3pp | 40.38%-12.2pp |
| Employer contribution / active EE | $2,773 | $3,536-21.6% | $2,965-6.5% | $2,978-6.9% |
| Participant deferral / active EE | $4,937 | $6,188-20.2% | $4,851+1.8% | $5,017-1.6% |
| Admin fee / account holder | $69 | $107-35.1% | $8,252-99.2% | $145-52.2% |