Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 37 · EIN 04-2647786 | Loan Processing | $130,003 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $18,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN,PLLC Service code 10 · EIN 31-1357951 | Accounting | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,890 | $92,745+15.3% | $89,340+19.6% | $103,975+2.8% |
| Participation rate | 84.8% | 78.0%+6.7pp | 69.6%+15.2pp | 72.5%+12.2pp |
| Annual return | 16.97% | 13.58%+3.4pp | 20.57%-3.6pp | 19.41%-2.4pp |
| Employer contribution / active EE | $4,266 | $3,754+13.6% | $2,231+91.2% | $3,722+14.6% |
| Participant deferral / active EE | $7,066 | $4,592+53.9% | $3,823+84.8% | $5,343+32.2% |
| Admin fee / account holder | $151 | $146+2.8% | $6,704-97.8% | $332-54.7% |