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 |
|---|---|---|
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,078 | $88,083+12.5% | $164,813-39.9% | $74,495+33.0% |
| Participation rate | 81.7% | 73.0%+8.7pp | 78.6%+3.1pp | 67.2%+14.5pp |
| Annual return | 19.39% | 17.26%+2.1pp | 69.93%-50.5pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $4,158 | $2,593+60.4% | $4,341-4.2% | $2,623+58.5% |
| Participant deferral / active EE | $8,831 | $4,498+96.3% | $6,031+46.4% | $4,346+103.2% |
| Admin fee / account holder | $43 | $2,234-98.1% | $12,690-99.7% | $1,942-97.8% |