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 45-3764090 | Advisory (Plan) | $22,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,096 | $52,450+109.9% | $129,295-14.8% | $74,546+47.7% |
| Participation rate | 92.7% | 53.8%+38.8pp | 69.6%+23.0pp | 67.2%+25.5pp |
| Annual return | 14.22% | 15.65%-1.4pp | 9429.28%-9415.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,808 | $1,532+83.3% | $4,157-32.4% | $2,624+7.0% |
| Participant deferral / active EE | $5,411 | $2,797+93.4% | $4,169+29.8% | $4,347+24.5% |
| Admin fee / account holder | $194 | $2,636-92.6% | $7,665-97.5% | $1,944-90.0% |