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 | $52,406+110.1% | $129,207-14.8% | $74,495+47.8% |
| Participation rate | 92.7% | 53.8%+38.9pp | 69.6%+23.1pp | 67.2%+25.5pp |
| Annual return | 14.22% | 15.66%-1.4pp | 9417.33%-9403.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,808 | $1,531+83.5% | $4,153-32.4% | $2,623+7.1% |
| Participant deferral / active EE | $5,411 | $2,794+93.6% | $4,168+29.8% | $4,346+24.5% |
| Admin fee / account holder | $194 | $2,633-92.6% | $7,715-97.5% | $1,942-90.0% |