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 | $32,469 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $13,871 |
GRF CPAS & ADVISORS1 year Service code 10 · EIN 52-1392008 | Accounting | $8,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,791 | $101,317-22.2% | $146,958-46.4% | $74,495+5.8% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 19.64% | 8730.91%-8711.3pp | 418.34%-398.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,418 | $3,810-36.5% | $4,933-51.0% | $2,623-7.8% |
| Participant deferral / active EE | $10,799 | $7,303+47.9% | $8,070+33.8% | $4,346+148.5% |
| Admin fee / account holder | $172 | $1,739-90.1% | $12,998-98.7% | $1,942-91.1% |