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 37 · EIN 04-2647786 | Loan Processing | $20,062 |
Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $13,500 |
FINANCIAL ENGINES1 year Service code 27 · EIN 77-0473565 | Advisory (Plan) | $7,703 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,928 | $47,456+57.9% | $172,739-56.6% | $77,787-3.7% |
| Participation rate | 85.6% | 66.3%+19.3pp | 82.6%+3.0pp | 73.2%+12.4pp |
| Annual return | 21.63% | 35.57%-13.9pp | 802.84%-781.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,892 | $2,560+91.1% | $5,198-5.9% | $3,967+23.3% |
| Admin fee / account holder | $49 | $81-39.4% | $13,954-99.6% | $100-51.1% |