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 47-1411118 | Advisory (Plan) | $80,083 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,954 |
HOLYFIED & THOMAS, LLC1 year Service code 10 · EIN 65-1083521 | Accounting | $10,250 |
DEFINITI LLC2 years Service code 49 · EIN 85-0833363 | Other Services | $8,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,699 | $71,964+24.6% | $167,512-46.5% | $85,563+4.8% |
| Participation rate | 94.8% | 61.0%+33.8pp | 77.1%+17.7pp | 66.0%+28.8pp |
| Annual return | 19.31% | 18.83%+0.5pp | 1615.79%-1596.5pp | 31.51%-12.2pp |
| Employer contribution / active EE | $4,741 | $1,875+152.9% | $3,882+22.1% | $2,654+78.7% |
| Participant deferral / active EE | $10,418 | $4,110+153.5% | $6,405+62.7% | $4,375+138.1% |
| Admin fee / account holder | $170 | $815-79.1% | $9,769-98.3% | $834-79.6% |