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 60 · EIN 04-2647786 | Sub-TA Fees | $315,368 |
RSM US LLP7 years Service code 29 · EIN 42-0714325 | Legal | $23,174 |
Service code 16 · EIN 61-1758632 | Consulting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,304 | $96,188-37.3% | $75,972-20.6% | $99,062-39.1% |
| Participation rate | 76.6% | 72.7%+3.9pp | 69.1%+7.6pp | 71.6%+5.0pp |
| Annual return | 12.83% | 16.48%-3.6pp | 359.55%-346.7pp | 17.66%-4.8pp |
| Employer contribution / active EE | $1,491 | $3,167-52.9% | $2,685-44.5% | $3,262-54.3% |
| Participant deferral / active EE | $5,321 | $4,842+9.9% | $4,255+25.0% | $5,331-0.2% |
| Admin fee / account holder | $70 | $87-19.6% | $6,467-98.9% | $109-35.6% |