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 Service code 37 · EIN 04-2647786 | Loan Processing | $76,980 |
CERITY PARTNERS4 years Service code 16 · EIN 35-2467663 | Consulting | $46,500 |
SIKICH LLP1 year Filed as: SICKICH USA CPA LLP Service code 10 · EIN 84-3697598 | Accounting | $16,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,505 | $106,028+40.1% | $146,958+1.1% | $77,643+91.3% |
| Participation rate | 98.2% | 78.4%+19.8pp | 82.2%+16.0pp | 70.6%+27.6pp |
| Annual return | 17.91% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $6,182 | $4,063+52.2% | $4,933+25.3% | $2,726+126.8% |
| Participant deferral / active EE | $10,171 | $7,990+27.3% | $8,070+26.0% | $4,647+118.9% |
| Admin fee / account holder | $140 | $337-58.5% | $12,998-98.9% | $430-67.4% |