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 |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $48,619 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,232 | $100,923+3.3% | $150,045-30.5% | $74,304+40.3% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+37.9pp |
| Annual return | 19.53% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,192 | $3,463-7.8% | $4,693-32.0% | $2,241+42.4% |
| Participant deferral / active EE | $17,120 | $6,709+155.2% | $7,997+114.1% | $3,767+354.4% |
| Admin fee / account holder | $257 | $2,767-90.7% | $13,435-98.1% | $2,969-91.4% |