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 |
|---|---|---|
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478098 | Accounting | $14,790 |
Filed as: FIDELITY INV INST OPER COMP, INC. Service code 16 · EIN 04-2647786 | Consulting | $6,058 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $205 |
FID INV INST OPS CO4 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 | $43,471 | $61,156-28.9% | $185,823-76.6% | $79,386-45.2% |
| Participation rate | 79.3% | 66.6%+12.7pp | 81.7%-2.4pp | 70.7%+8.6pp |
| Annual return | 15.83% | 19.45%-3.6pp | 122.05%-106.2pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,338 | $2,321-42.4% | $5,167-74.1% | $2,427-44.9% |
| Participant deferral / active EE | $2,458 | $2,789-11.9% | $5,568-55.9% | $4,046-39.2% |
| Admin fee / account holder | $139 | $710-80.5% | $16,237-99.1% | $626-77.9% |