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 |
|---|---|---|
EFPR GROUP, CPAS, PLLC3 years Service code 10 · EIN 47-4526160 | Accounting | $5,900 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,575 | $78,485+67.6% | $106,213+23.9% | $74,495+76.6% |
| Participation rate | 93.1% | 72.8%+20.2pp | 75.3%+17.8pp | 67.2%+25.9pp |
| Annual return | 16.15% | 15.95%+0.2pp | 116.14%-100.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,447 | $2,523-3.0% | $3,171-22.8% | $2,623-6.7% |
| Participant deferral / active EE | $4,019 | $4,322-7.0% | $5,016-19.9% | $4,346-7.5% |
| Admin fee / account holder | $34 | $2,232-98.5% | $11,033-99.7% | $1,942-98.3% |