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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,890 | $89,178+19.9% | $91,541+16.8% | $102,872+3.9% |
| Participation rate | 84.8% | 79.7%+5.1pp | 69.8%+15.0pp | 73.0%+11.7pp |
| Annual return | 16.97% | 14.52%+2.4pp | 20.50%-3.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $4,266 | $3,455+23.5% | $2,505+70.3% | $3,526+21.0% |
| Participant deferral / active EE | $7,066 | $4,657+51.7% | $4,008+76.3% | $5,535+27.7% |
| Admin fee / account holder | $151 | $134+12.2% | $6,956-97.8% | $292-48.5% |