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 | $108,719-19.1% | $101,326-13.2% | $85,563+2.8% |
| Participation rate | 92.8% | 80.9%+11.9pp | 81.5%+11.3pp | 66.0%+26.8pp |
| Annual return | 18.86% | 20.95%-2.1pp | 36.82%-18.0pp | 31.51%-12.7pp |
| Employer contribution / active EE | $2,542 | $3,114-18.4% | $3,665-30.7% | $2,654-4.2% |
| Participant deferral / active EE | $8,614 | $8,545+0.8% | $7,994+7.8% | $4,375+96.9% |
| Admin fee / account holder | $154 | $685-77.4% | $11,185-98.6% | $834-81.5% |