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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OP Service code 37 · EIN 04-2647786 | Loan Processing | $91,744 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $55,000 |
JOHNSON LAMBERT LLP11+ years Service code 10 · EIN 52-1446779 | Accounting | $20,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,516 | $160,882+20.3% | $200,582-3.5% | $102,872+88.1% |
| Participation rate | 96.7% | 91.2%+5.5pp | 86.9%+9.8pp | 73.0%+23.6pp |
| Annual return | 15.09% | 18.15%-3.1pp | 42.33%-27.2pp | 19.06%-4.0pp |
| Employer contribution / active EE | $10,373 | $5,602+85.2% | $6,419+61.6% | $3,526+194.1% |
| Participant deferral / active EE | $6,987 | $9,300-24.9% | $9,331-25.1% | $5,535+26.2% |
| Admin fee / account holder | $99 | $125-20.5% | $16,305-99.4% | $292-66.0% |