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 43-1451524 | Advisory (Plan) | $46,612 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,271 | $98,727-2.5% | $113,168-14.9% | $85,563+12.5% |
| Participation rate | 90.1% | 80.8%+9.3pp | 76.6%+13.6pp | 66.0%+24.2pp |
| Annual return | 18.10% | 17.43%+0.7pp | 24.27%-6.2pp | 31.51%-13.4pp |
| Employer contribution / active EE | $1,265 | $2,907-56.5% | $2,975-57.5% | $2,654-52.3% |
| Participant deferral / active EE | $8,711 | $5,424+60.6% | $5,107+70.6% | $4,375+99.1% |
| Admin fee / account holder | $137 | $357-61.6% | $12,068-98.9% | $834-83.6% |