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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $89,362 |
COOK STREET CONSULTING9+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $31,377 |
SEYFARTH SHAW LLP9+ years Service code 29 · EIN 36-2152202 | Legal | $10,110 |
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 | $304,952 | $95,274+220.1% | $135,903+124.4% | $74,419+309.8% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 129.69% | 32.77%+96.9pp | 68.23%+61.5pp | 34.38%+95.3pp |
| Employer contribution / active EE | $4,653 | $3,874+20.1% | $4,856-4.2% | $2,637+76.4% |
| Participant deferral / active EE | $6,906 | $7,782-11.3% | $7,758-11.0% | $4,528+52.5% |
| Admin fee / account holder | $116 | $266-56.3% | $10,762-98.9% | $348-66.6% |