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 Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $766,319 |
E.I.S.B., INC.10+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $273,127 |
ALAN BILLER & ASSOCIATES10+ years Service code 16 · EIN 94-2854958 | Consulting | $54,000 |
DAVID CRUTCHER10+ years Service code 29 · EIN 20-3194050 | Legal | $27,186 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $24,150 |
Service code 23 · EIN 94-3249244 | Insurance services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,925 | $241,101-10.4% | $103,333+109.0% | $199,593+8.2% |
| Participation rate | 51.1% | 78.3%-27.2pp | 74.5%-23.4pp | 72.0%-20.9pp |
| Annual return | 15.65% | 17.80%-2.1pp | 24.88%-9.2pp | 34.25%-18.6pp |
| Employer contribution / active EE | $9,354 | $4,244+120.4% | $3,868+141.8% | $3,034+208.3% |
| Participant deferral / active EE | $7,921 | $3,958+100.1% | $5,057+56.6% | $5,087+55.7% |
| Admin fee / account holder | $433 | $288+50.4% | $8,355-94.8% | $269+61.0% |