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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $14,500 |
SINGERLEWAK LLP5 years Service code 10 · EIN 95-2302617 | Accounting | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,233 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,906 | $108,549-35.6% | $156,263-55.3% | $85,563-18.3% |
| Participation rate | 82.3% | 77.1%+5.2pp | 78.9%+3.4pp | 66.0%+16.3pp |
| Annual return | 12.92% | 21.79%-8.9pp | 59.47%-46.5pp | 31.51%-18.6pp |
| Employer contribution / active EE | $1,417 | $2,690-47.3% | $4,333-67.3% | $2,654-46.6% |
| Participant deferral / active EE | $4,017 | $4,800-16.3% | $6,158-34.8% | $4,375-8.2% |
| Admin fee / account holder | $12 | $650-98.1% | $14,255-99.9% | $834-98.5% |