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 60 · EIN 04-2647786 | Sub-TA Fees | $109,027 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $8,310 |
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 | $87,978 | $107,741-18.3% | $96,576-8.9% | $79,634+10.5% |
| Participation rate | 92.8% | 79.1%+13.7pp | 81.4%+11.4pp | 62.5%+30.3pp |
| Annual return | 18.86% | 19.24%-0.4pp | 38.47%-19.6pp | 36.46%-17.6pp |
| Employer contribution / active EE | $2,542 | $2,991-15.0% | $3,553-28.5% | $2,529+0.5% |
| Participant deferral / active EE | $8,614 | $7,899+9.1% | $7,956+8.3% | $3,835+124.7% |
| Admin fee / account holder | $154 | $1,150-86.6% | $11,381-98.6% | $1,002-84.6% |