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 |
|---|---|---|
FIIOC7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,784 |
COOK STREET CONSULTING7+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $29,576 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 | Legal | $5,330 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,291 | $104,317+209.0% | $159,436+102.1% | $86,799+271.3% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.8%+12.4pp | 72.3%+22.9pp |
| Annual return | 14.68% | 26.32%-11.6pp | 263.57%-248.9pp | 97.91%-83.2pp |
| Employer contribution / active EE | $7,131 | $3,451+106.7% | $4,829+47.7% | $2,405+196.5% |
| Participant deferral / active EE | $11,953 | $6,837+74.8% | $7,352+62.6% | $4,131+189.3% |
| Admin fee / account holder | -$53 | $172-130.6% | $10,799-100.5% | $170-131.1% |