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 |
|---|---|---|
FIIOC5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,402 |
COOK STREET CONSULTING5+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $33,712 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $25,000 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $10,058 |
Filed as: FIDELITY INVESTMENTS 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 | $249,702 | $88,122+183.4% | $141,162+76.9% | $67,579+269.5% |
| Participation rate | 97.6% | 76.5%+21.1pp | 82.5%+15.1pp | 71.3%+26.3pp |
| Annual return | 24.02% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.5pp |
| Employer contribution / active EE | $7,050 | $3,224+118.7% | $4,735+48.9% | $2,148+228.3% |
| Participant deferral / active EE | $10,564 | $5,958+77.3% | $6,709+57.5% | $3,539+198.5% |
| Admin fee / account holder | -$55 | $131-141.8% | $10,261-100.5% | $142-138.4% |