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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $31,050 |
FORVIS MAZARS, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,835 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,482 | $55,416+187.8% | $75,972+109.9% | $77,643+105.4% |
| Participation rate | 89.7% | 63.6%+26.1pp | 69.1%+20.6pp | 70.6%+19.1pp |
| Annual return | 15.42% | 17.07%-1.7pp | 359.55%-344.1pp | 31.24%-15.8pp |
| Employer contribution / active EE | $5,657 | $1,788+216.5% | $2,685+110.7% | $2,726+107.5% |
| Participant deferral / active EE | $8,413 | $3,447+144.0% | $4,255+97.7% | $4,647+81.0% |
| Admin fee / account holder | $111 | $414-73.2% | $6,467-98.3% | $430-74.2% |