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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $44,183 |
ARKADIOSW1 year Service code 26 · EIN 82-1659517 | Advisory (Participants) | $39,114 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 27 · EIN 35-1151034 | Advisory (Plan) | $22,179 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,341 | $88,890+5.0% | $102,423-8.9% | $77,643+20.2% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.6pp |
| Annual return | 15.17% | 24.98%-9.8pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,593 | $2,698-3.9% | $3,023-14.2% | $2,726-4.9% |
| Participant deferral / active EE | $9,483 | $5,145+84.3% | $5,053+87.7% | $4,647+104.1% |
| Admin fee / account holder | $235 | $235-0.4% | $9,451-97.5% | $430-45.5% |