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.6+ years Service code 10 · EIN 34-1818258 | Accounting | $11,100 |
HARTLAND & CO6+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $8,446 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,381 | $94,621-2.4% | $138,135-33.1% | $73,409+25.8% |
| Participation rate | 79.4% | 83.4%-4.0pp | 78.7%+0.7pp | 72.2%+7.3pp |
| Annual return | 19.56% | 16.57%+3.0pp | 20.51%-1.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $423 | $4,410-90.4% | $5,587-92.4% | $2,234-81.1% |
| Participant deferral / active EE | $4,284 | $6,199-30.9% | $6,431-33.4% | $3,805+12.6% |
| Admin fee / account holder | $42 | $140-70.0% | $11,856-99.6% | $158-73.3% |