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 47-1411118 | Advisory (Plan) | $75,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,798 | $80,731+110.3% | $103,374+64.3% | $74,546+127.8% |
| Participation rate | 95.0% | 65.7%+29.4pp | 74.5%+20.5pp | 67.2%+27.8pp |
| Annual return | 15.71% | 27.56%-11.8pp | 24.89%-9.2pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $5,937 | $3,158+88.0% | $3,869+53.4% | $2,624+126.2% |
| Participant deferral / active EE | $10,837 | $3,860+180.7% | $5,058+114.3% | $4,347+149.3% |
| Admin fee / account holder | $373 | $2,369-84.3% | $8,394-95.6% | $1,944-80.8% |