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 Service code 15 · EIN 04-2647786 | Recordkeeping | $237,341 |
NEPC, LLC10+ years Filed as: NEPC, LLP Service code 27 · EIN 26-1429809 | Advisory (Plan) | $151,043 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $107,240 |
DICKINSON WRIGHT10+ years Service code 29 · EIN 38-1364333 | Legal | $14,331 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,576 | $110,299+141.7% | $102,423+160.3% | $199,593+33.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 13.07% | 35.73%-22.7pp | 29.32%-16.2pp | 34.25%-21.2pp |
| Employer contribution / active EE | $10,446 | $3,603+189.9% | $3,023+245.5% | $3,034+244.3% |
| Participant deferral / active EE | $17,166 | $6,376+169.2% | $5,053+239.7% | $5,087+237.5% |
| Admin fee / account holder | $85 | $122-30.4% | $9,451-99.1% | $269-68.3% |