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 |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $25,841 |
WOLF & COMPANY, P.C.10+ years Service code 10 · EIN 04-2689883 | Accounting | $18,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,867 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,669 | $122,186+43.0% | $146,958+18.9% | $199,593-12.5% |
| Participation rate | 97.8% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.9pp |
| Annual return | 16.39% | 30.56%-14.2pp | 418.34%-401.9pp | 34.25%-17.9pp |
| Employer contribution / active EE | $4,442 | $4,093+8.5% | $4,933-9.9% | $3,034+46.4% |
| Participant deferral / active EE | $15,268 | $8,502+79.6% | $8,070+89.2% | $5,087+200.2% |
| Admin fee / account holder | $25 | $179-86.2% | $12,998-99.8% | $269-90.8% |