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 | $123,169 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $100,000 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $27,928 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $25,725 |
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 | $110,460 | $122,186-9.6% | $146,958-24.8% | $199,593-44.7% |
| Participation rate | 96.9% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+25.0pp |
| Annual return | 19.22% | 30.56%-11.3pp | 418.34%-399.1pp | 34.25%-15.0pp |
| Employer contribution / active EE | $5,784 | $4,093+41.3% | $4,933+17.2% | $3,034+90.6% |
| Participant deferral / active EE | $14,259 | $8,502+67.7% | $8,070+76.7% | $5,087+180.3% |
| Admin fee / account holder | $97 | $179-45.8% | $12,998-99.3% | $269-63.9% |