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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,523 |
CERITY PARTNERS5 years Service code 16 · EIN 35-2467663 | Consulting | $55,875 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $18,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,623 | $119,446+36.1% | $150,045+8.4% | $85,563+90.1% |
| Participation rate | 99.9% | 75.4%+24.4pp | 82.3%+17.5pp | 66.0%+33.9pp |
| Annual return | 21.74% | 23.72%-2.0pp | 62.55%-40.8pp | 31.51%-9.8pp |
| Employer contribution / active EE | $6,501 | $4,078+59.4% | $4,693+38.5% | $2,654+145.0% |
| Participant deferral / active EE | $10,958 | $7,985+37.2% | $7,997+37.0% | $4,375+150.5% |
| Admin fee / account holder | $151 | $548-72.5% | $13,435-98.9% | $834-81.9% |