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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $54,142 |
COOK STREET CONSULTING10+ years Service code 16 · EIN 84-0854432 | Consulting | $36,538 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $28,500 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $21,645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,062 | $106,028+111.3% | $146,958+52.5% | $77,643+188.6% |
| Participation rate | 89.0% | 78.4%+10.6pp | 82.2%+6.9pp | 70.6%+18.4pp |
| Annual return | 21.13% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $1,026 | $4,063-74.7% | $4,933-79.2% | $2,726-62.4% |
| Participant deferral / active EE | $14,900 | $7,990+86.5% | $8,070+84.6% | $4,647+220.6% |
| Admin fee / account holder | $88 | $337-74.0% | $12,998-99.3% | $430-79.6% |