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) | $51,812 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,978 | $88,982-19.1% | $102,438-29.7% | $77,671-7.3% |
| Participation rate | 90.8% | 80.9%+9.9pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 14.29% | 25.01%-10.7pp | 29.37%-15.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $678 | $2,698-74.9% | $3,024-77.6% | $2,726-75.1% |
| Participant deferral / active EE | $5,588 | $5,144+8.6% | $5,054+10.6% | $4,648+20.2% |
| Admin fee / account holder | $124 | $236-47.4% | $9,448-98.7% | $430-71.2% |