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) | $211,364 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,586 | $98,727+76.8% | $113,168+54.3% | $85,563+104.0% |
| Participation rate | 96.7% | 80.8%+15.9pp | 76.6%+20.2pp | 66.0%+30.8pp |
| Annual return | 13.99% | 17.43%-3.4pp | 24.27%-10.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $3,906 | $2,907+34.4% | $2,975+31.3% | $2,654+47.2% |
| Participant deferral / active EE | $9,097 | $5,424+67.7% | $5,107+78.1% | $4,375+107.9% |
| Admin fee / account holder | $296 | $357-17.0% | $12,068-97.5% | $834-64.5% |