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 WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $33,955 |
SASSETTI LLC2 years Service code 10 · EIN 36-2239746 | Accounting | $13,000 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $9,551 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $8,411 |
WOODBURY FINANCIAL SERVICES7 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $5,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,570 | $50,815-55.6% | $155,509-85.5% | $77,643-70.9% |
| Participation rate | 84.0% | 63.1%+20.9pp | 78.2%+5.8pp | 70.6%+13.4pp |
| Annual return | 12.10% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,367 | $1,993+18.8% | $4,672-49.3% | $2,726-13.2% |
| Participant deferral / active EE | $1,830 | $2,822-35.1% | $5,626-67.5% | $4,647-60.6% |
| Admin fee / account holder | $59 | $437-86.5% | $15,912-99.6% | $430-86.3% |