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 |
|---|---|---|
THE INVESTMENT CENTER INC6 years Service code 55 PO BOX 770 · BEDMINSTER, NJ 07921 | Other Commissions | $60,977 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $123,238 | $48,230+155.5% | $67,502+82.6% | $80,856+52.4% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.0pp |
| Annual return | 17.11% | 18.28%-1.2pp | 3512.12%-3495.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,662 | $2,924+435.7% | $4,000+291.6% | $4,296+264.6% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |