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 |
|---|---|---|
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $17,313 |
FIDELTY INV. INST. OPS. CO.1+ years Filed as: FIDELTY INVS. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $10,539 |
Filed as: FIDELITY INVS. INST. CO., INC. Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,934 | $48,277-15.2% | $63,517-35.6% | $55,191-25.8% |
| Participation rate | 75.0% | 69.4%+5.6pp | 71.0%+4.0pp | 69.2%+5.8pp |
| Annual return | 0.51% | 2.37%-1.9pp | -70.30%+70.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,594 | $1,592+0.1% | $2,322-31.4% | $1,899-16.1% |
| Participant deferral / active EE | $2,772 | $2,432+14.0% | $2,953-6.2% | $3,046-9.0% |
| Admin fee / account holder | $69 | $86-19.8% | $5,892-98.8% | $91-24.1% |