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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INSTL OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $288,918 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $24,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,115 | $103,282+111.2% | $81,438+167.8% | $99,061+120.2% |
| Participation rate | 98.2% | 73.2%+25.0pp | 69.5%+28.7pp | 71.6%+26.6pp |
| Annual return | 13.99% | 15.11%-1.1pp | 24.74%-10.8pp | 17.66%-3.7pp |
| Employer contribution / active EE | $10,402 | $3,061+239.8% | $2,460+322.8% | $3,261+219.0% |
| Participant deferral / active EE | $10,168 | $4,549+123.5% | $3,883+161.9% | $5,331+90.7% |
| Admin fee / account holder | $32 | $78-59.2% | $5,764-99.4% | $109-70.7% |