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 LLP3+ years Service code 16 · EIN 36-6055558 | Consulting | $9,660 |
FIDELTY INV. INST. OPS. CO.3+ years Filed as: FIDELTY INVS. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $8,913 |
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 | $42,760 | $53,925-20.7% | $75,670-43.5% | $69,631-38.6% |
| Participation rate | 85.5% | 71.2%+14.3pp | 72.3%+13.2pp | 70.7%+14.8pp |
| Annual return | 17.26% | 17.84%-0.6pp | 27.34%-10.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,852 | $1,802+2.7% | $2,352-21.3% | $2,032-8.9% |
| Participant deferral / active EE | $3,123 | $2,569+21.6% | $3,142-0.6% | $3,224-3.1% |
| Admin fee / account holder | $35 | $97-64.0% | $5,800-99.4% | $110-68.4% |