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 |
|---|---|---|
RKL LLP9 years Service code 10 · EIN 23-2108173 | Accounting | $13,618 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,569 | $88,890-13.9% | $102,423-25.2% | $77,643-1.4% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 20.64% | 24.98%-4.3pp | 29.32%-8.7pp | 31.24%-10.6pp |
| Employer contribution / active EE | $1,233 | $2,698-54.3% | $3,023-59.2% | $2,726-54.8% |
| Participant deferral / active EE | $6,482 | $5,145+26.0% | $5,053+28.3% | $4,647+39.5% |
| Admin fee / account holder | $69 | $235-70.9% | $9,451-99.3% | $430-84.1% |