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 59-3766965 | Advisory (Plan) | $204,381 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,552 | $88,890+88.5% | $102,423+63.6% | $77,643+115.8% |
| Participation rate | 97.5% | 80.9%+16.5pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 13.12% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,831 | $2,698+42.0% | $3,023+26.7% | $2,726+40.5% |
| Participant deferral / active EE | $8,793 | $5,145+70.9% | $5,053+74.0% | $4,647+89.2% |
| Admin fee / account holder | $283 | $235+20.1% | $9,451-97.0% | $430-34.3% |