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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $43,568 |
LITMANGERSON ASSOCIATES, LLP10+ years Service code 10 · EIN 04-2694095 | Accounting | $26,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,936 | $71,964+134.8% | $167,512+0.9% | $85,563+97.4% |
| Participation rate | 86.3% | 61.0%+25.3pp | 77.1%+9.2pp | 66.0%+20.3pp |
| Annual return | 17.54% | 18.83%-1.3pp | 1615.79%-1598.3pp | 31.51%-14.0pp |
| Employer contribution / active EE | $3,631 | $1,875+93.7% | $3,882-6.5% | $2,654+36.8% |
| Participant deferral / active EE | $8,779 | $4,110+113.6% | $6,405+37.1% | $4,375+100.6% |
| Admin fee / account holder | $108 | $815-86.8% | $9,769-98.9% | $834-87.1% |