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 | $144,136 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $55,000 |
JOHNSON LAMBERT LLP8+ years Service code 10 · EIN 52-1446779 | Accounting | $15,200 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,320 | $95,918+57.8% | $151,611-0.2% | $77,904+94.2% |
| Participation rate | 96.6% | 88.7%+7.9pp | 87.5%+9.1pp | 73.7%+22.9pp |
| Annual return | -12.33% | -5.50%-6.8pp | 3.33%-15.7pp | 12.21%-24.5pp |
| Employer contribution / active EE | $8,533 | $4,330+97.0% | $6,166+38.4% | $2,848+199.6% |
| Participant deferral / active EE | $5,335 | $7,508-28.9% | $8,363-36.2% | $4,806+11.0% |
| Admin fee / account holder | $132 | $93+41.8% | $11,616-98.9% | $133-0.2% |