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 |
|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS10+ years Service code 16 · EIN 22-3675264 | Consulting | $50,001 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $8,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $193 |
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 | $275,237 | $101,317+171.7% | $146,958+87.3% | $74,495+269.5% |
| Participation rate | 95.7% | 75.5%+20.1pp | 82.2%+13.5pp | 67.2%+28.5pp |
| Annual return | 18.00% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $5,570 | $3,810+46.2% | $4,933+12.9% | $2,623+112.4% |
| Participant deferral / active EE | $11,614 | $7,303+59.0% | $8,070+43.9% | $4,346+167.2% |
| Admin fee / account holder | $241 | $1,739-86.1% | $12,998-98.1% | $1,942-87.6% |