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 LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $19,988 |
FIDELTY INV. INST. OPS. CO.6+ years Filed as: FIDELTY INVS. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $15,684 |
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 | $64,921 | $61,473+5.6% | $81,930-20.8% | $73,409-11.6% |
| Participation rate | 91.0% | 72.4%+18.6pp | 72.0%+19.0pp | 72.2%+18.8pp |
| Annual return | 17.75% | 28.26%-10.5pp | 29.49%-11.7pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,475 | $1,898+30.4% | $4,310-42.6% | $2,234+10.8% |
| Participant deferral / active EE | $4,284 | $3,080+39.1% | $7,107-39.7% | $3,805+12.6% |
| Admin fee / account holder | $74 | $125-41.1% | $5,158-98.6% | $158-53.2% |