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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $144,442 |
CROWE LLP10+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $39,270 |
AMERICAN FUNDS11+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $38,625 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,410 | $128,899+37.6% | $113,168+56.8% | $102,872+72.5% |
| Participation rate | 92.8% | 87.0%+5.7pp | 76.6%+16.2pp | 73.0%+19.7pp |
| Annual return | 14.14% | 15.88%-1.7pp | 24.27%-10.1pp | 19.06%-4.9pp |
| Employer contribution / active EE | $5,335 | $3,713+43.7% | $2,975+79.3% | $3,526+51.3% |
| Participant deferral / active EE | $8,357 | $6,787+23.1% | $5,107+63.6% | $5,535+51.0% |
| Admin fee / account holder | $102 | $129-21.5% | $12,068-99.2% | $292-65.2% |