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 | $46,491 |
HUMAN INTEREST ADVISOR LLC8 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $38,523 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 5665 MEADOWS ROAD #200 · LAKE OSWEGO, OR 97035 | Accounting | $20,212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,105 | $80,724+71.1% | $103,333+33.7% | $74,495+85.4% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 15.54% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $8,904 | $3,157+182.0% | $3,868+130.2% | $2,623+239.4% |
| Participant deferral / active EE | $13,543 | $3,860+250.8% | $5,057+167.8% | $4,346+211.6% |
| Admin fee / account holder | $450 | $2,368-81.0% | $8,355-94.6% | $1,942-76.8% |