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 | $106,028+128.6% | $146,958+64.9% | $77,643+212.1% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 14.10% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,153 | $4,063-22.4% | $4,933-36.1% | $2,726+15.7% |
| Participant deferral / active EE | $12,189 | $7,990+52.6% | $8,070+51.0% | $4,647+162.3% |
| Admin fee / account holder | $251 | $337-25.6% | $12,998-98.1% | $430-41.7% |