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 | $22,825 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,342 |
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 | $149,744 | $56,053+167.1% | $75,972+97.1% | $80,856+85.2% |
| Participation rate | 86.3% | 62.0%+24.3pp | 69.1%+17.3pp | 67.6%+18.7pp |
| Annual return | 10.96% | 20.53%-9.6pp | 359.55%-348.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $6,016 | $1,874+221.0% | $2,685+124.1% | $2,755+118.4% |
| Participant deferral / active EE | $5,006 | $3,052+64.1% | $4,255+17.6% | $4,296+16.5% |
| Admin fee / account holder | $319 | $5,234-93.9% | $6,467-95.1% | $6,918-95.4% |