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 |
|---|---|---|
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $46,967 |
Service code 49 · EIN 87-3599091 | Other Services | $18,159 |
JONES & ROTH, PC6 years Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $13,250 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,217 | $61,272+246.4% | $149,673+41.8% | $71,457+197.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.44% | 35.85%-16.4pp | 134.42%-115.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $9,806 | $2,378+312.3% | $4,818+103.5% | $2,588+278.9% |
| Participant deferral / active EE | $6,078 | $2,917+108.3% | $5,680+7.0% | $4,289+41.7% |
| Admin fee / account holder | $400 | $1,261-68.3% | $13,210-97.0% | $1,587-74.8% |