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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $265,373 |
Filed as: SCHWARTZ & COMPANY INVESTMENT ADVIS Service code 27 · EIN 38-2117812 | Advisory (Plan) | $16,250 |
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 | $93,663 | $105,247-11.0% | $87,100+7.5% | $77,787+20.4% |
| Participation rate | 88.7% | 85.8%+2.9pp | 76.9%+11.8pp | 73.2%+15.5pp |
| Annual return | 22.28% | 24.52%-2.2pp | 28.19%-5.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $5,589 | $2,895+93.1% | $2,521+121.7% | $2,504+123.2% |
| Participant deferral / active EE | $5,193 | $5,060+2.6% | $4,049+28.3% | $3,967+30.9% |
| Admin fee / account holder | $52 | $104-50.3% | $7,497-99.3% | $100-48.1% |