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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,676 | $100,923-22.0% | $150,045-47.6% | $74,304+5.9% |
| Participation rate | 83.5% | 70.1%+13.5pp | 82.3%+1.2pp | 60.3%+23.2pp |
| Annual return | 20.52% | 51.77%-31.2pp | 62.55%-42.0pp | 29.43%-8.9pp |
| Employer contribution / active EE | $4,189 | $3,463+21.0% | $4,693-10.7% | $2,241+86.9% |
| Participant deferral / active EE | $7,717 | $6,709+15.0% | $7,997-3.5% | $3,767+104.8% |
| Admin fee / account holder | $95 | $2,767-96.6% | $13,435-99.3% | $2,969-96.8% |