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 |
|---|---|---|
FORVIS MAZARS, LLP4 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $4,800 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,977 | $104,919+27.7% | $116,228+15.3% | $85,563+56.6% |
| Participation rate | 94.7% | 78.6%+16.1pp | 74.6%+20.1pp | 66.0%+28.7pp |
| Annual return | 16.62% | 15.38%+1.2pp | 90.06%-73.4pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,487 | $3,485-57.3% | $2,994-50.3% | $2,654-44.0% |
| Participant deferral / active EE | $4,113 | $5,306-22.5% | $4,953-17.0% | $4,375-6.0% |
| Admin fee / account holder | $4 | $429-99.0% | $11,989-100.0% | $834-99.5% |