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 |
|---|---|---|
MEADEN & MOORE, LTD.4 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $13,100 |
Filed as: FIDELITY INV INST OPERATIONS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $5,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,794 | $79,171+85.4% | $102,423+43.3% | $74,495+97.1% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.4pp |
| Annual return | 12.73% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,411 | $2,362+2.1% | $3,023-20.3% | $2,623-8.1% |
| Participant deferral / active EE | $4,355 | $4,415-1.4% | $5,053-13.8% | $4,346+0.2% |
| Admin fee / account holder | $159 | $2,001-92.1% | $9,451-98.3% | $1,942-91.8% |