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 |
|---|---|---|
FUND DIRECT ADVISORS10+ years Filed as: FUND EVALUATION GROUP, LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $45,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,869 |
DELOITTE & TOUCHE LLP9 years Service code 10 · EIN 13-3891517 | Accounting | $23,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,110 | $73,360+215.0% | $177,989+29.8% | $74,495+210.2% |
| Participation rate | 95.6% | 66.6%+29.0pp | 77.1%+18.5pp | 67.2%+28.4pp |
| Annual return | 15.26% | 17.49%-2.2pp | 294.48%-279.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,638 | $2,216+64.1% | $3,949-7.9% | $2,623+38.7% |
| Participant deferral / active EE | $9,424 | $4,513+108.8% | $6,276+50.2% | $4,346+116.9% |
| Admin fee / account holder | $262 | $1,808-85.5% | $10,363-97.5% | $1,942-86.5% |