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 60 · EIN 04-2647786 | Sub-TA Fees | $8,056 |
CHRIS T. BENNETT, CPA7 years Service code 10 · EIN 53-2505097 | Accounting | $7,500 |
Employer contribution per participant 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 | $61,983 | $89,248-30.5% | $136,007-54.4% | $74,495-16.8% |
| Participation rate | 74.2% | 69.4%+4.8pp | 76.5%-2.3pp | 67.2%+7.0pp |
| Annual return | 12.35% | 22.76%-10.4pp | 579.32%-567.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $619 | $2,838-78.2% | $4,217-85.3% | $2,623-76.4% |
| Participant deferral / active EE | $3,882 | $4,598-15.6% | $7,025-44.7% | $4,346-10.7% |
| Admin fee / account holder | $85 | $1,545-94.5% | $6,858-98.8% | $1,942-95.6% |