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) | $55,638 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $529 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,644 | $87,870+6.6% | $113,168-17.3% | $74,304+26.0% |
| Participation rate | 95.3% | 70.7%+24.6pp | 76.6%+18.8pp | 60.3%+35.0pp |
| Annual return | 15.32% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,149 | $2,277-49.5% | $2,975-61.4% | $2,241-48.7% |
| Participant deferral / active EE | $7,835 | $4,241+84.7% | $5,107+53.4% | $3,767+108.0% |
| Admin fee / account holder | $203 | $3,368-94.0% | $12,068-98.3% | $2,969-93.2% |