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 81-3433658 | Advisory (Plan) | $65,099 |
RKL LLP8 years Service code 10 · EIN 23-2108173 | Accounting | $16,400 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,651 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,348 | $106,110+128.4% | $147,005+64.9% | $77,671+212.0% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 14.10% | 56.77%-42.7pp | 418.76%-404.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $3,153 | $4,065-22.4% | $4,934-36.1% | $2,726+15.6% |
| Participant deferral / active EE | $12,189 | $7,992+52.5% | $8,070+51.0% | $4,648+162.3% |
| Admin fee / account holder | $251 | $338-25.6% | $13,006-98.1% | $430-41.6% |