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) | $35,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $12,994 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$81,393 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,640 | $62,624+108.6% | $177,989-26.6% | $77,643+68.3% |
| Participation rate | 77.0% | 66.8%+10.2pp | 77.1%-0.1pp | 70.6%+6.4pp |
| Annual return | 6.62% | 16.16%-9.5pp | 294.48%-287.9pp | 31.24%-24.6pp |
| Employer contribution / active EE | $6,791 | $1,909+255.7% | $3,949+72.0% | $2,726+149.1% |
| Participant deferral / active EE | $11,316 | $4,219+168.2% | $6,276+80.3% | $4,647+143.5% |
| Admin fee / account holder | -$39 | $386-110.2% | $10,363-100.4% | $430-109.1% |