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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST. OPERATION Service code 15 · EIN 04-3532603 | Recordkeeping | $178,893 |
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 16 · EIN 82-1434504 | Consulting | $38,000 |
TIAA10+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $34,032 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER Service code 29 · EIN 04-3499945 | Legal | $24,200 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $19,492 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,780 | $96,018+120.6% | $65,493+223.4% | $85,563+147.5% |
| Participation rate | 83.6% | 74.8%+8.8pp | 73.1%+10.5pp | 66.0%+17.6pp |
| Annual return | 15.22% | 14.51%+0.7pp | 982.45%-967.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $3,821 | $3,235+18.1% | $2,574+48.5% | $2,654+44.0% |
| Participant deferral / active EE | $9,783 | $4,055+141.3% | $3,961+147.0% | $4,375+123.6% |
| Admin fee / account holder | $170 | $271-37.0% | $5,028-96.6% | $834-79.6% |